How big is Ascent Venture Management, Inc.'s plan?

Ascent Venture Management, Inc.'s plan reported $19.3M in assets and 4 participants for 2024.

Original filing (PDF)20250710132050NAL0015196066001

Ascent Venture Management, Inc.

Name: Ascent Venture Management, Inc. — Ascent Venture, Form 5500 (2024)
Creator: Ascent Venture Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent Venture Management, Inc. 401(k) Plan

401(k) retirement plan · Ascent Venture Management, Inc.'s Ascent Venture Management, Inc. 401(k) Plan held $19.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

People on this filing

KIM St. Pierre signed Ascent Venture Management, Inc.'s 2024 Form 5500 as plan administrator.

KIM St. Pierre — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ascent Venture Management, Inc.'s EIN is 04-3458585.

EIN 04-3458585

Plan number 001

Plan year 2024

ACK ID 20250710132050NAL0015196066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ascent Venture Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Venture Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCENT VENTURE MANAGEMENT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ASCENT VENTURE MANAGEMENT, INC.

EIN

all filings

Address

P.O. BOX 520 · BEDFORD, MA · 01730

Phone

(617) 720-9420

Industry

Finance & Insurance

Plan administrator