How big is Ascent Wealth Partners, LLC's plan?

Ascent Wealth Partners, LLC's plan reported $5.5M in assets and 13 participants for 2024.

Original filing (PDF)20251001191243NAL0013598849001

Ascent Wealth Partners, LLC

Name: Ascent Wealth Partners, LLC — Ascent Wealth, Form 5500 (2024)
Creator: Ascent Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent Wealth Partners, LLC Profit Sharing Plan

401(k) retirement plan · Ascent Wealth Partners, LLC's Ascent Wealth Partners, LLC Profit Sharing Plan held $5.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Martin E. Moshier signed Ascent Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Martin E. Moshier — 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

Ascent Wealth Partners, LLC's EIN is 45-2910003.

EIN 45-2910003

Plan number 001

Plan year 2024

ACK ID 20251001191243NAL0013598849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ascent Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Wealth Partners, LLC's plan includes profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCENT WEALTH PARTNERS, 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