Mike Tibolet signed Ascend Rehab Services, Inc.'s 2024 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 2024 Form 5500 (PDF) for Ascend Rehab Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY - PL | $496 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $1.1M | 23.5% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $969K | 20.4% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $534K | 11.2% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $423K | 8.9% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $327K | 6.9% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $324K | 6.8% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $185K | 3.9% | |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | — | $162K | 3.4% | |
| MFS GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 404 | Pooled Separate Account | — | — | $91K | 1.9% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $49K | 1.0% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $37K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $32K | 0.7% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $22K | 0.5% | |
| Notes receivable from participants 5.25% - 10.50% | Bonds / Notes | — | — | $19K | 0.4% | |
| Transamerica Stable Value Ascend Option Group Annuity Contract | Stable Value | — | — | $11K | 0.2% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $5K | 0.1% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN CENTURY EMERGING MARKETS R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 024 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $1K | <0.1% | |
| HARTFORD SCHRODERS US MIDCAP OPPORT HARTFORD · EIN 82-5217478 / PN 496 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 196 | Pooled Separate Account | — | — | $1K | <0.1% | |
| FRANKLIN SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 327 | Pooled Separate Account | — | — | $718 | <0.1% | |
| JPMORGAN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 410 | Pooled Separate Account | — | — | $547 | <0.1% | |
| AMERICAN CENTURY REAL ESTATE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | — | — | $518 | <0.1% | |
| HARTFORD CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 205 | Pooled Separate Account | — | — | $335 | <0.1% | |
| AMERICAN FUNDS INFLATION LINKED BON TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 406 | Pooled Separate Account | — | — | $302 | <0.1% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $154 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-3109325 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES, LL | 86-2963468 | — | CONTRACT ADMIN | $765 | — |
