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Original filing (PDF)20251014065110NAL0001068659001
ASCENT CLASSICAL ACADEMIES
Form 5500
FILING_RECEIVED
ASCENT CLASSICAL ACADEMIES 403B PLAN
403(b) retirement plan
Signals · 1
~146 bps in Sched C fees
Active participants
28
Accounts w/ balance
101
Plan assets (EOY)
$711K
Net assets (EOY)
$688K
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCENT CLASSICAL ACADEMIES.
Plan sponsor
Name
ASCENT CLASSICAL ACADEMIES
EIN
81-4708299
Address
P.O. BOX 1490 · GOLDEN, CO · 80402
Phone
(303) 900-2297
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARRINGTON LANGER & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES | 20-1916735 | — | RECORDKEEPER | $10K | — |
Investments
28 direct securities· $682K(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | — | — | — | $106K | 15.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $104K | 14.7% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $89K | 12.5% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | — | — | — | $58K | 8.1% | |
| Putnam Large Cap Growth Y Mutual Fund | — | — | — | $47K | 6.6% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $43K | 6.0% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $42K | 5.9% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | — | — | — | $37K | 5.2% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $26K | 3.7% | |
| State Street Balanced Index K Mutual Fund | — | — | — | $19K | 2.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $18K | 2.5% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $16K | 2.3% | |
| Dodge & Cox Income I Mutual Fund | — | — | — | $11K | 1.5% | |
| Artisan International Value Investor Fund Mutual Fund | — | — | — | $9K | 1.2% | |
| PGIM Jennison Mid-Cap Growth R6 Mutual Fund | — | — | — | $7K | 1.0% | |
| BNY Mellon Dynamic Value Fund I Mutual Fund | — | — | — | $6K | 0.9% | |
| Fidelity US Bond Index Mutual Fund ** 858 Nuveen Lifecycle Index 2025 R6 Mutual Fund ** 20 Nuveen Lifecycle Index 2030 R6 Mutual Fund | — | — | — | $6K | 0.9% | |
| American Funds Inflation Linked Bd R6 Mutual Fund ** 296 American Funds New World R6 Mutual Fund | — | — | — | $6K | 0.8% | |
| Federated Hermes Shrt-Interm TR Bd IS Mutual Fund | — | — | — | $6K | 0.8% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | — | — | — | $5K | 0.8% | |
| Principal Real Estate Securities Instl Mutual Fund | — | — | — | $5K | 0.6% | |
| Victory Sycamore Established Value I Mutual Fund | — | — | — | $4K | 0.6% | |
| Brown Advisory Sustainable Growth Mutual Fund | — | — | — | $3K | 0.4% | |
| DFA International Large Cap Growth Mutual Fund | — | — | — | $3K | 0.4% | |
| BlackRock 80/20 Target Allocation Instl Mutual Fund | — | — | — | $3K | 0.4% | |
| BlackRock Strategic Income Opps Instl Mutual Fund | — | — | — | $1K | 0.2% | |
| Calvert International Equity I Mutual Fund | — | — | — | $1K | 0.2% | |
| Nuveen Lifecycle Index Ret Inc R6 Mutual Fund | — | — | — | $1K | 0.2% |
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