Hope Merry signed Ascendium Education Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascendium Education Group, Inc.'s EIN is 39-1090394.
Download the official 2024 Form 5500 (PDF) for Ascendium Education Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascendium Education Group, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $200 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K | Mutual Funds | — | $11.5M | $17.2M | 16.9% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $11.4M | $10.9M | 10.7% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $10.7M | $10.2M | 10.0% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $8.4M | $7.8M | 7.7% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $7.5M | $7.5M | 7.4% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $5.6M | $5.9M | 5.8% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $5.5M | $5.6M | 5.5% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $3.5M | $5.4M | 5.3% | |
| FID GOVT MMKT | Mutual Funds | — | $4.3M | $4.3M | 4.2% | |
| FID LOW PRICED STK K | Mutual Funds | — | $4.6M | $4.0M | 3.9% | |
| TCW MW TOT RTN BD P | Other securities | — | $3.4M | $3.0M | 3.0% | |
| AM CENT EQ INC R6 | Common Stocks | — | $3.1M | $3.0M | 2.9% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $2.6M | $2.7M | 2.7% | |
| TRP QM US SMCP GR I | Other securities | — | $2.2M | $2.5M | 2.5% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $2.1M | $2.3M | 2.3% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $1.3M | $1.4M | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | $1.3M | $1.3M | 1.3% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $1.4M | $1.2M | 1.2% | |
| MM MID CAP GRTH I | Other securities | — | $1.0M | $906K | 0.9% | |
| CULLEN EM HIGH DIV I | Other securities | — | $819K | $829K | 0.8% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $717K | $649K | 0.6% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $741K | $648K | 0.6% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $639K | $626K | 0.6% | |
| UM BEHAVIORAL VAL I | Other securities | — | $270K | $273K | 0.3% | |
| PIF REAL EST SEC IS | Other securities | — | $234K | $265K | 0.3% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $68K | $75K | <0.1% | |
| FID FREEDOM 2070 K6 | Mutual Funds | — | $120 | $115 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
