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Original filing (PDF)20250926131955NAL0010904736001
ASCEND LEARNING LLC
Form 5500
FILING_RECEIVED
ASCEND LEARNING LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,669
Accounts w/ balance
2,124
Plan assets (EOY)
$183.9M
Net assets (EOY)
$183.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCEND LEARNING LLC.
Plan sponsor
Name
ASCEND LEARNING LLC
EIN
26-2602465
Address
11161 OVERBROOK ROAD · LEAWOOD, KS · 66211
Phone
(913) 661-5569
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $67K | — |
| GALLAGHER BENEFIT SERVIECS, INC. | 36-4291971 | — | CONSULTANT | $45K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $183.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $21.0M | 11.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $18.9M | 10.3% | |
| Fidelity 500 Index Institutional Fund Premium Class Mutual Fund | — | — | — | $17.7M | 9.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $17.3M | 9.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $16.4M | 8.9% | |
| Fidelity Blue Chip Growth Fund K Mutual Fund | — | — | — | $16.2M | 8.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $12.4M | 6.7% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $11.1M | 6.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $6.6M | 3.6% | |
| MFS International Intrinsic Value Fund R4 Mutual Fund | — | — | — | $6.5M | 3.5% | |
| Dodge & Cox Income X | — | — | — | $4.6M | 2.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $3.9M | 2.1% | |
| Fidelity Mid Cap Index Fund Advantage Mutual Fund | — | — | — | $3.7M | 2.0% | |
| Vanguard VMMR Federal Money Market Mutual Fund | — | — | — | $3.4M | 1.9% | |
| MFS Mid Cap Value Fund Class R4 Mutual Fund | — | — | — | $3.2M | 1.7% | |
| Columbia Dividend Income Fund Institutional 3 Clas Mutual Fund | — | — | — | $3.0M | 1.6% | |
| Notes receivable from participants maturing through November 2044 - | — | — | — | $2.8M | 1.5% | |
| American Funds New World Fund R6 Mutual Fund | — | — | — | $2.6M | 1.4% | |
| Fidelity Small Cap Index Fund Advantage Mutual Fund | — | — | — | $2.5M | 1.4% | |
| Fidelity Small Cap Growth Class K6 Mutual Fund | — | — | — | $1.8M | 1.0% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.7M | 0.9% | |
| BlackRock High Yield Bond Fund Institutional Mutual Fund | — | — | — | $1.4M | 0.8% | |
| Vanguard REIT Index Fund Admiral Mutual Fund | — | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $1.0M | 0.6% | |
| Baron Growth R6 Mutual Fund | — | — | — | $995K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $744K | 0.4% | |
| American Beacon Small Cap Value Fund Class R5 Mutual Fund | — | — | — | $726K | 0.4% | |
| PIMCO Real Return Fund Institutional Mutual Fund | — | — | — | $476K | 0.3% | |
| Vanguard Short Term Bond Index Admiral Mutual Fund | — | — | — | $281K | 0.2% |