How big is Ascent Valuation LLC's plan?

Ascent Valuation LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20251015082308NAL0008310658004

Ascent Valuation LLC

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

Form 5500-SF

FILING_RECEIVED

Ascent Valuation LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Ascent Valuation LLC's Ascent Valuation LLC Safe Harbor 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Ascent Valuation LLC's EIN is 46-2647992.

EIN 46-2647992

Plan number 001

Plan year 2024

ACK ID 20251015082308NAL0008310658004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Valuation LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCENT VALUATION 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score