Rakesh SHAH signed Ascend Rehab Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend Rehab Services, Inc.'s EIN is 20-0927823.
Download the official 2023 Form 5500 (PDF) for Ascend Rehab Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ascend Rehab Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASS MUTUAL | — | SYRACUSE, NY | ADVISOR | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $824K | 28.5% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $475K | 16.4% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $432K | 14.9% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $253K | 8.7% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $155K | 5.4% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $148K | 5.1% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $132K | 4.5% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $128K | 4.4% | |
| WESTERN ASSET CORE BOND R | Registered Investment Companies | — | — | $67K | 2.3% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $56K | 1.9% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $36K | 1.2% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $32K | 1.1% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $28K | 1.0% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $26K | 0.9% | |
| FIDELITY ADVISOR SM CAP VAL M 128 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $22K | 0.7% | |
| AMERICAN CENT REAL ESTATE R | Registered Investment Companies | — | — | $18K | 0.6% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $14K | 0.5% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $8K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | 0.3% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $6K | 0.2% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $6K | 0.2% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMER CENT INFL ADJ BD R | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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