How big is Ascential Wealth Advisors, LLC's plan?

Ascential Wealth Advisors, LLC's plan reported $15.4M in assets and 10 participants for 2025.

Original filing (PDF)20260423134659NAL0007631184001

Ascential Wealth Advisors, LLC

Name: Ascential Wealth Advisors, LLC — Ascential Wealth, Form 5500 (2025)
Creator: Ascential Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascential Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ascential Wealth Advisors, LLC's Ascential Wealth Advisors, LLC 401(k) Profit Sharing Plan held $15.4M in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Kristin Rognerud signed Ascential Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Kristin Rognerud — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ascential Wealth Advisors, LLC's EIN is 45-2888543.

EIN 45-2888543

Plan number 001

Plan year 2025

ACK ID 20260423134659NAL0007631184001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ascential Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ascential Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCENTIAL WEALTH ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score