Patricia Prince signed Ascent Resources Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascent Resources Management Services, LLC's EIN is 61-1855879.
Download the official 2024 Form 5500 (PDF) for Ascent Resources Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascent Resources Management Services, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SVCS, LLC | 27-1746834 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $18.8M | 16.2% | |
| FLEXPATH INDEX CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $15.5M | 13.4% | |
| Vanguard Growth Index Fund N/R | Mutual Funds | — | — | $11.3M | 9.8% | |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $11.3M | 9.7% | |
| Admiral Shares * Principal Financial Group Principal LargeCap S&P 500 Index N/R | Common Collective Trusts | — | — | $7.4M | 6.4% | |
| Fund, Institutional T. Rowe Price T. Rowe Price U.S. Equity Research N/R | Other securities | — | — | $5.7M | 4.9% | |
| FLEXPATH INDEX CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $5.4M | 4.7% | |
| Fund Class I American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $3.6M | 3.1% | |
| R6 Vanguard Equity-Income Fund N/R | Mutual Funds | — | — | $3.6M | 3.1% | |
| FLEXPATH INDEX AGGRE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $3.2M | 2.7% | |
| FLEXPATH INDEX MODERAT 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| Admiral Shares * Principal Financial Group Principal MidCap S&P 400 Index N/R | Common Stocks | — | — | $2.4M | 2.1% | |
| Fully Benefit-Responsive Investment Contracts * Principal Life Insurance Principal Fixed Income Guaranteed N/R | Other securities | — | — | $2.3M | 2.0% | |
| Fund, Institutional * Principal Financial Group Principal Capital Appreciation Fund N/R | Common Stocks | — | — | $2.2M | 1.9% | |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Institutional Class Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $2.1M | 1.8% | |
| Principal Financial Group Principal International Equity Index N/R | Common Collective Trusts | — | — | $1.6M | 1.4% | |
| R6 Fund American Century American Century Mid-cap Value N/R | Other securities | — | — | $1.6M | 1.3% | |
| Fund, Institutional Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $1.3M | 1.2% | |
| Fund Admiral Shares Vanguard Explorer Fund N/R | Mutual Funds | — | — | $1.3M | 1.1% | |
| JP Morgan JPMorgan Core Plus Bond Fund N/R | Other securities | — | — | $1.3M | 1.1% | |
| Company Option Participant Loans * Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $1.1M | 1.0% | |
| Class R6 * Principal Financial Group Principal Diversified International N/R | Common Stocks | — | — | $848K | 0.7% | |
| Fund Institutional Class PIMCO Real Return Fund N/R | Mutual Funds | — | — | $826K | 0.7% | |
| FLEXPATH INDEX CONS 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $778K | 0.7% | |
| Institutional Class * Principal Financial Group Real Estate Securities R6 Fund N/R | Common Stocks | — | — | $700K | 0.6% | |
| Carillon Tower Advisors Carillon Eagle Midcap Growth R6 Fd N/R | Other securities | — | — | $687K | 0.6% | |
| FLEXPATH INDEX MODERAT 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $663K | 0.6% | |
| FLEXPATH INDEX MODERAT 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $326K | 0.3% | |
| FLEXPATH INDEX AGGRE RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $278K | 0.2% | |
| FLEXPATH INDEX AGG 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $78K | <0.1% | |
| (E) | Other securities | — | $21K | $67K | <0.1% | |
| FLEXPATH INDEX MODERATE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $67K | <0.1% | |
| FLEXPATH INDEX MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $21K | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
