What public Form 5500 filings show about the Ascent Total Performance, LLC 401(k) plan — and how to find and check your own account.
Ascent Total Performance, LLC (EIN 87-1572874) reports ASCENT TOTAL PERFORMANCE 401(K) PLAN on its most recent Form 5500, with $668K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Ascent Total Performance, LLC filing — schedules, fees, and providers.
Ascent Total Performance, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Ascent Total Performance, LLCHR for the recordkeeper’s name and login.
