Employers › Ashland
Recordkeeping fees per participant · Ashland Employee Savings Plan · plan year 2024
$35.51
Higher than 53% of the 790 plans over $1B that report it.
= $168,395 / 4,742
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008133033NAL0005619473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008133033NAL0005619473001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$121.05
Higher than 94% of the 1,045 plans over $1B that report it.
= $574,017 / 4,742
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008133033NAL0005619473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008133033NAL0005619473001, received 2025-10-08
Administrative expenses per participant
$140.93
Higher than 85% of the 1,076 plans over $1B that report it.
= $668,301 / 4,742
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008133033NAL0005619473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008133033NAL0005619473001, received 2025-10-08
Administrative expenses as a share of assets
0.051%
Higher than 55% of the 1,076 plans over $1B that report it.
= $668,301 / $1,306,775,357
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008133033NAL0005619473001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008133033NAL0005619473001, received 2025-10-08
Employer contributions per participant
$2,762
Higher than 32% of the 1,135 plans over $1B that report it.
= $13,095,081 / 4,742
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008133033NAL0005619473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008133033NAL0005619473001, received 2025-10-08
Employer share of total contributions
38.3%
Higher than 69% of the 1,135 plans over $1B that report it.
= $13,095,081 / $34,215,162
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008133033NAL0005619473001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008133033NAL0005619473001, received 2025-10-08
99.4% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $444,253 ($234.62 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in Ashland Inc.'s SEC filings: Form 11-K filed 2026-06-17 and Form 10-K filed 2025-11-20. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3I · 2E profit-sharing · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008133033NAL0005619473001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ASHLAND INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Plan name | ASHLAND EMPLOYEE SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Sponsor EIN / plan number | 81-2587835 / 010 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Sponsor location | WILMINGTON, DE | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Participants, beginning of year | 5,261 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Active participants | 1,537 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Participants, end of year | 5,158 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Participants with an account balance | 4,742 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Total assets, beginning of year | $1,267,144,025 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Total assets, end of year | $1,306,775,357 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Net assets, end of year | $1,306,613,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Total income | $213,294,698 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Net income | $39,635,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Employer contributions | $13,095,081 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Participant contributions | $16,399,009 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $4,721,072 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Total contributions | $34,215,162 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Benefit payments | $172,976,671 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $173,659,698 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Total administrative expenses | $668,301 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Contract administrator fees | $3,600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Recordkeeping fees | $168,395 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Investment advisory and management fees | $94,284 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Administrative expenses excluding investment management | $574,017 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Held in master trusts | $1,298,569,673 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008133033NAL0005619473001, received 2025-10-08 |
| Independent auditor | BLUE AND COMPANY, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008133033NAL0005619473001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008133033NAL0005619473001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $172,605 | no |
| FIDUCIENT ADVISORS | INVESTMENT ADVISORY | 27 Investment advisory (plan) | $89,176 | no |
| THOMPSON HINE | LEGAL | 29 Legal | $42,695 | no |
| PIMCO | OTHER SERVICES | 49 Other services | $8,374 | no |
| NEWPORT GROUP | INVESTMENT MANAGEMENT | 28 Investment management | $5,108 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008133033NAL0005619473001, received 2025-10-08.
ASHLAND INC. MASTER TRUST (EIN 936421281, PN 030): plan interest $1,298,569,673, 89.7% of the trust. The trust's own filing (20251008131741NAL0003033331001, received 2025-10-08) reports net assets $1,448,323,837, administrative expenses $495,485, recordkeeping fees $0, investment management fees $445,754 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,267,144,025 | $1,306,775,357 | 3.1% |
| Participants with a balance | 5,254 | 4,742 | -9.7% |
| Administrative expenses | $1,097,230 | $668,301 | -39.1% |
| Recordkeeping fees per participant | $23.11 | $35.51 | 53.7% |
| Employer contributions | $13,274,758 | $13,095,081 | -1.4% |
Prior filing 20240620132205NAL0001324353001, received 2024-06-20; the plan years are contiguous.
Sponsor name as filed: ASHLAND INC.; SEC registrant: ASHLAND INC. (CIK 1674862, matched by EIN; display name from the Form 11-K cover).