Sarah Jeffers signed Ascend Analytics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend Analytics, LLC's EIN is 20-8214057.
Download the official 2024 Form 5500 (PDF) for Ascend Analytics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascend Analytics, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTACT ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP IN | 36-4430093 | — | CONTRACT ADMINISTRATOR | $3K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerage Accounts Fidelity Investments Self directed brokerage account common stock | Self-Directed Brokerage | — | — | $1.7M | 14.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $1.5M | 12.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $1.0M | 8.7% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $655K | 5.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $601K | 5.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $559K | 4.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $528K | 4.4% | |
| Fidelity Investments Self directed brokerage account exchange traded funds | Self-Directed Brokerage | — | — | $511K | 4.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $505K | 4.2% | |
| Principal Life Insurance Mid Cap S&P 400 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $344K | 2.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $344K | 2.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $316K | 2.6% | |
| Vanguard Group Total International Stock Index Admiral Fund | Mutual Funds | — | — | $296K | 2.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $188K | 1.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $143K | 1.2% | |
| Vanguard Group Intermediate Term Bond Index Admiral Fund | Mutual Funds | — | — | $138K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $60K | 0.5% | |
| Principal Life Insurance Small Cap Growth I Pooled Separate Account | Pooled Separate Accounts | — | — | $60K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $60K | 0.5% | |
| Notes receivable from Participant loans secured by the balances in the participants | Participant loans | — | — | $50K | 0.4% | |
| Putnam Investments Large Cap Value Fund Class R6 | Mutual Funds | — | — | $44K | 0.4% | |
| Mass Mutual Financial Group Mid Cap Growth I Fund | Common Stocks | — | — | $41K | 0.3% | |
| Fidelity Investments Self directed brokerage account mutual Funds | Self-Directed Brokerage | — | — | $40K | 0.3% | |
| Victory Funds Core Plus Intermediate Bond Fund Class R6 | Other securities | — | — | $39K | 0.3% | |
| Fidelity Investments Self directed brokerage account interest bearing cash | Self-Directed Brokerage | — | — | $17K | 0.1% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $17K | 0.1% | |
| Dimensional Fund Advisors Large Cap International I Fund | Mutual Funds | — | — | $16K | 0.1% | |
| JP Morgan Mid Cap Value Fund Class R6 | Other securities | — | — | $10K | <0.1% | |
| American Beacon Funds Small Cap Value Fund Class R5 | Mutual Funds | — | — | $2K | <0.1% |
