Nick Wakefield signed Ascend Leasing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend Leasing, LLC's EIN is 62-1148454.
Download the official 2024 Form 5500 (PDF) for Ascend Leasing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascend Leasing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | — | FARMINGTON, CT | RETAINED BY EMPLOYER | $50K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Group American Funds 2045 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $1.8M | 12.9% | |
| Capital Group American Funds 2030 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $1.6M | 11.1% | |
| Capital Group American Funds 2025 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $1.2M | 8.6% | |
| Capital Group American Funds 2040 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $1.1M | 7.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $915K | 6.4% | |
| Capital Group American Funds 2055 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $653K | 4.5% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $610K | 4.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $528K | 3.7% | |
| Capital Group American Funds 2050 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $474K | 3.3% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $392K | 2.7% | |
| Participant loans Notes receivable from participants (5.25%-10.5%) | Bonds / Notes | — | — | $361K | 2.5% | |
| J.P. Morgan Asset Management Backed Securities | Other securities | — | — | $306K | 2.1% | |
| Capital Group American Funds 2060 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $250K | 1.7% | |
| Money market account J.P. Morgan Asset Management US Government Money Market | Cash / Money Market | — | — | $224K | 1.6% | |
| Emerald Advisers, LLC Growth Institutional Fund | Other securities | — | — | $164K | 1.1% | |
| Capital Group American Funds 2065 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $160K | 1.1% | |
| Fidelity MC Growth Index | Mutual Funds | — | — | $121K | 0.8% | |
| J.P. Morgan Asset Management Undiscovered Managers Behavioral Value | Other securities | — | — | $115K | 0.8% | |
| Capital Group American Funds 2010 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $114K | 0.8% | |
| Payden Mutual Funds Corporate Bond | Other securities | — | — | $99K | 0.7% | |
| Capital Group American Funds 2020 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $96K | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $95K | 0.7% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $81K | 0.6% | |
| Capital Group American Funds 2015 Target Date Retirement Fund – Class R-6 | Mutual Funds | — | — | $73K | 0.5% | |
| ALLSPRING SPECIAL MC VAL CIT E SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | — | — | $61K | 0.4% | |
| Royal Bank of Canada Emerging Mkts Eqty R6 | Other securities | — | — | $47K | 0.3% | |
| Lazard Asset Management LLC International Strategic Equity | Other securities | — | — | $45K | 0.3% | |
| Artisan Partners Limited Partnership High Income Fund | Other securities | — | — | $31K | 0.2% | |
| Cohen & Steers Capital Management, Inc. Real Estate Securities Fund, Inc. – Class Z | Common Stocks | — | — | $16K | 0.1% | |
| CARILLON EAGLE MC GROWTH CIT 1 RELIANCE TRUST COMPANY · EIN 82-6625014 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% |
