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Original filing (PDF)20251007114849NAL0011429458001
ASCENDANT PROGRAM SERVICES LLC
Form 5500
FILING_RECEIVED
ASCENDANT PROGRAM SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
137
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCENDANT PROGRAM SERVICES LLC.
Plan sponsor
Name
ASCENDANT PROGRAM SERVICES LLC
EIN
27-2788011
Address
2 WISCONSIN CIRCLE · SUITE 700 · CHEVY CHASE, MD · 20815
Phone
(703) 200-7756
Industry
Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
28 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.7M | 24.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $942K | 13.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $624K | 9.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $495K | 7.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $377K | 5.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $358K | 5.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $291K | 4.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $268K | 3.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $262K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $246K | 3.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $241K | 3.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $182K | 2.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 550 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $160K | 2.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $107K | 1.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $103K | 1.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $92K | 1.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $83K | 1.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $72K | 1.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $60K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $57K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $49K | 0.7% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $37K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $26K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $11K | 0.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $7K | 0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $4K | <0.1% |
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