How big is Ascend Financial, Inc.'s plan?

Ascend Financial, Inc.'s plan reported $49K in assets and 7 participants for 2024.

Original filing (PDF)20250825145059NAL0003967667001

Ascend Financial, Inc.

Name: Ascend Financial, Inc. — Ascend Financial, Inc., Form 5500 (2024)
Creator: Ascend Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascend Financial, Inc. 401(k) Plan

401(k) retirement plan · Ascend Financial, Inc.'s Ascend Financial, Inc. 401(k) Plan held $49K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Kristopher Jerke signed Ascend Financial, Inc.'s 2024 Form 5500 as plan administrator.

Kristopher Jerke — 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

Ascend Financial, Inc.'s EIN is 45-5449034.

EIN 45-5449034

Plan number 001

Plan year 2024

ACK ID 20250825145059NAL0003967667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ascend Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ascend Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ASCEND FINANCIAL, INC..

Finding similar companies…

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