Denise Donnells signed Ascend One Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend One Corporation's EIN is 52-1997029.
Download the official 2023 Form 5500 (PDF) for Ascend One Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ascend One Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $2.1M | 15.8% | |
| Invesco Small Cap Equity R6 Fund | Mutual Funds | — | — | $1.6M | 12.1% | |
| * Great-West Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $1.3M | 9.9% | |
| JPMorgan US Equity R6 Fund | Other securities | — | — | $1.2M | 9.3% | |
| Fidelity Advisor Freedom 2030 Z6 Fund | Mutual Funds | — | — | $1.1M | 8.3% | |
| AllianceBernstein Large Cap Growth Z Fund | Other securities | — | — | $1.0M | 7.7% | |
| T. Rowe Price Science & Tech I Fund | Other securities | — | — | $907K | 6.9% | |
| Fidelity Advisor Freedom 2040 Z6 Fund | Mutual Funds | — | — | $690K | 5.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $524K | 4.0% | |
| American Funds EuroPacific GR R6 Fund | Mutual Funds | — | — | $430K | 3.3% | |
| MFS Global Growth R6 Fund | Mutual Funds | — | — | $324K | 2.5% | |
| Fidelity Advisor Freedom 2020 Z6 Fund | Mutual Funds | — | — | $265K | 2.0% | |
| Blackrock Strategic Income Opps K Fund | Other securities | — | — | $255K | 1.9% | |
| Fidelity Total Intl Stock Index Admiral Fund | Mutual Funds | — | — | $244K | 1.9% | |
| Fidelity Small Cap Index Admiral Fund | Mutual Funds | — | — | $222K | 1.7% | |
| Fidelity Growth and Income K Fund | Mutual Funds | — | — | $168K | 1.3% | |
| Fidelity Advisor Freedom Income Z Fund | Mutual Funds | — | — | $160K | 1.2% | |
| American Funds Bond Fund of Amer R6 Fund | Mutual Funds | — | — | $157K | 1.2% | |
| Fidelity Advisor Freedom 2045 Z6 Fund | Mutual Funds | — | — | $109K | 0.8% | |
| Hartford US Mid Cap Opps SDR Fund | Other securities | — | — | $103K | 0.8% | |
| maturing through November 2028 | Other securities | — | — | $88K | 0.7% | |
| Fidelity Advisor Freedom 2050 Z6 Fund | Mutual Funds | — | — | $73K | 0.6% | |
| Fidelity Advisor Freedom 2060 Z6 Fund | Mutual Funds | — | — | $65K | 0.5% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $26K | 0.2% | |
| DFA Real Estate Securities I Fund | Mutual Funds | — | — | $21K | 0.2% | |
| MFS Global Massachusetts Investors GR STK R6 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Advisor Freesom 2055 Z6 Fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CORNERSTONE ADVISOTY | — | HUNT VALLEY, MD | INVESTOR ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCEND ONE CORPORATION | — | COLUMBIA, MD | OTHER | $7K | — |
