How big is Ascent CFO Solution, LLC's plan?

Ascent CFO Solution, LLC's plan reported $1.4M in assets and 35 participants for 2025.

Original filing (PDF)20260417081244NAL0022507281001

Ascent CFO Solution, LLC

Name: Ascent CFO Solution, LLC — Ascent CFO 401(k) Plan, Form 5500 (2025)
Creator: Ascent CFO Solution, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent CFO 401(k) Plan

401(k) retirement plan · Ascent CFO Solution, LLC's Ascent CFO 401(k) Plan held $1.4M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Ascent CFO Solution, LLC's EIN is 45-3731143.

EIN 45-3731143

Plan number 001

Plan year 2025

ACK ID 20260417081244NAL0022507281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ascent CFO Solution, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ascent CFO Solution, 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 ASCENT CFO SOLUTION, LLC.

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Plan health score

Above-average plan

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