Original filing (PDF)20250606072158NAL0012442929001

ASCEND SERVICES, INC.

Name: ASCEND SERVICES, INC. — ASCEND SERVICES, INC. 403(B) CUSTODIAL PLAN, Form 5500 (2024)
Creator: ASCEND SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

ASCEND SERVICES, INC. 403(B) CUSTODIAL PLAN

403(b) retirement plan

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCEND SERVICES, INC..

Plan sponsor

Name

ASCEND SERVICES, INC.

EIN

39-0988532

Address

2818 MEADOW LANE · MANITOWOC, WI · 54220

Phone

(920) 682-4663

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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