Frank Guiliano signed Ascensus, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascensus, LLC.'s EIN is 11-3665754.
Download the official 2024 Form 5500 (PDF) for Ascensus, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascensus, LLC.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FUNDS | — | VALLEY FORGE, PA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK | — | NEW YORK, NY |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl | Mutual Funds | — | — | $83.0M | 13.4% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $69.2M | 11.1% | |
| VANGUARD TARGET RET. 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $44.1M | 7.1% | |
| VANGUARD TARGET RET. 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.2M | 6.8% | |
| VANGUARD TARGET RET. 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $41.0M | 6.6% | |
| Vanguard Extended Market Index Instl | Mutual Funds | — | — | $39.2M | 6.3% | |
| VANGUARD TARGET RET. 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $32.3M | 5.2% | |
| Columbia Select Large Cap Equity I3 | Other securities | — | — | $32.2M | 5.2% | |
| New York Life Anchor Account | Pooled Separate Accounts | — | — | $30.9M | 5.0% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $30.9M | 5.0% | |
| VANGUARD TARGET RET. 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.1M | 4.5% | |
| VANGUARD TARGET RET. 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.8M | 3.2% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.6M | 2.8% | |
| BlackRock Advantage Small Cap Core K | Other securities | — | — | $16.5M | 2.7% | |
| Columbia Balanced I3 | Other securities | — | — | $15.6M | 2.5% | |
| Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $12.5M | 2.0% | |
| Putnam Investments Putnam Large Cap Value R6 | Mutual Funds | — | — | $12.4M | 2.0% | |
| Vanguard Global Equity Inv | Mutual Funds | — | — | $12.0M | 1.9% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.9M | 1.8% | |
| Registered Investment Companies American Funds American Eupac R6 | Mutual Funds | — | — | $10.9M | 1.8% | |
| Vanguard Total Bond Market Index Instl | Mutual Funds | — | — | $8.5M | 1.4% | |
| Dodge & Cox Funds Dodge & Cox Income X | Mutual Funds | — | — | $7.5M | 1.2% | |
| VANGUARD TARGET RET. 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.5M | 1.0% | |
| BlackRock Emerging Markets K | Other securities | — | — | $6.2M | 1.0% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.9% | |
| American Century American Century Infl-Adj Bond R6 | Other securities | — | — | $4.8M | 0.8% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.7% | |
| VANGUARD TARGET RET. 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $610K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | — | CHICAGO, IL | NONE | $8K | — |
| CAPITAL RESEARCH AND MANAGEMENT | — | LOS ANGELES, CA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS | — | KANSAS CITY, MO | NONE | $0 | — |
| JP MORGAN | — | NEW YORK, NY | NONE | $0 | — |
| DODGE & COX | — | CANTON, MA | NONE | $0 | — |
| COLUMBIA MANAGEMENT INV. ADV. | — | KANSAS CITY, MO | NONE | $0 | — |
| PUTNAM | — | BOSTON, MA | NONE | $0 | — |
| MFS FUNDS | — | BOSTON, MA | NONE | $0 | — |
