LEAH Boyle signed Ascensus Specialties LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascensus Specialties LLC's EIN is 47-2301200.
Download the official 2024 Form 5500 (PDF) for Ascensus Specialties LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascensus Specialties LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $69K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FREEDOM 2040 N/A | Mutual Funds | — | — | $4.8M | 9.8% | |
| Vanguard 500 INDEX ADM N/A | Common Collective Trusts | — | — | $4.5M | 9.2% | |
| Fidelity FREEDOM 2035 N/A | Mutual Funds | — | — | $3.9M | 8.0% | |
| Fidelity FREEDOM 2045 N/A | Mutual Funds | — | — | $3.7M | 7.7% | |
| Fidelity FREEDOM 2030 N/A | Mutual Funds | — | — | $3.5M | 7.3% | |
| Fidelity CONTRAFUND N/A | Mutual Funds | — | — | $3.1M | 6.4% | |
| NYLI W LRG CP GR R6 N/A | Other securities | — | — | $3.1M | 6.4% | |
| Fidelity FREEDOM 2025 N/A | Mutual Funds | — | — | $2.5M | 5.2% | |
| Fidelity TREASURY ONLY MM N/A | Mutual Funds | — | — | $2.4M | 5.0% | |
| Fidelity FREEDOM 2050 N/A | Mutual Funds | — | — | $2.2M | 4.6% | |
| Fidelity TOTAL BOND N/A | Mutual Funds | — | — | $1.6M | 3.3% | |
| Columbia DIV INC A N/A | Common Stocks | — | — | $1.4M | 2.9% | |
| MFS MID CAP GRTH R6 N/A | Mutual Funds | — | — | $1.4M | 2.9% | |
| Fidelity INTL CAP APPREC N/A | Mutual Funds | — | — | $1.3M | 2.6% | |
| Vanguard MIDCAP IDX ADM N/A | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| Fidelity FREEDOM 2055 N/A | Mutual Funds | — | — | $1.2M | 2.4% | |
| Fidelity FREEDOM 2060 N/A | Mutual Funds | — | — | $1.1M | 2.2% | |
| Vanguard TOT BD MKT ADM N/A | Mutual Funds | — | — | $784K | 1.6% | |
| Fidelity INTL INDEX N/A | Mutual Funds | — | — | $697K | 1.4% | |
| Fidelity SMALL CAP GR N/A | Mutual Funds | — | — | $604K | 1.2% | |
| Fidelity FREEDOM 2070 N/A 304 * Participant Loans to participants, interest - | Mutual Funds | — | — | $586K | 1.2% | |
| Fidelity FREEDOM 2020 N/A | Mutual Funds | — | — | $538K | 1.1% | |
| AS SPL MD CP VAL ADM N/A | Other securities | — | — | $530K | 1.1% | |
| Fidelity BALANCED N/A | Mutual Funds | — | — | $467K | 1.0% | |
| Fidelity FREEDOM 2065 N/A | Mutual Funds | — | — | $431K | 0.9% | |
| Vanguard SM CAP IDX ADM N/A | Common Collective Trusts | — | — | $365K | 0.8% | |
| Tchstn LG CAP FOC R6 N/A | Other securities | — | — | $241K | 0.5% | |
| DFA US TARGET VAL I N/A | Mutual Funds | — | — | $187K | 0.4% | |
| Fidelity INTL SMALL CAP N/A | Mutual Funds | — | — | $99K | 0.2% | |
| Fidelity FREEDOM INC N/A | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity FREEDOM 2015 N/A | Mutual Funds | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
