How big is Ascent Classical Academies' plan?

Ascent Classical Academies' plan reported $711K in assets and 28 participants for 2024.

Original filing (PDF)20251014065110NAL0001068659001

Ascent Classical Academies

Name: Ascent Classical Academies — Ascent Classical, Form 5500 (2024)
Creator: Ascent Classical Academies
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ascent Classical Academies 403(b) Plan

403(b) retirement plan · Ascent Classical Academies' Ascent Classical Academies 403(b) Plan held $711K in plan assets for 28 participants in 2024, with Penserv Plan Services as recordkeeper.

Signals · 2

Late participant contributions~146 bps in Sched C fees

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$711K

Net assets (EOY)

$688K

People on this filing

Derec Shuler signed Ascent Classical Academies' 2024 Form 5500 as plan administrator.

Derec Shuler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ascent Classical Academies' EIN is 81-4708299.

EIN 81-4708299

Plan number 001

Plan year 2024

ACK ID 20251014065110NAL0001068659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ascent Classical Academies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Classical Academies' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCENT CLASSICAL ACADEMIES.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 115K (298% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ASCENT CLASSICAL ACADEMIES

EIN

all filings

Address

P.O. BOX 1490 · GOLDEN, CO · 80402

Phone

(303) 900-2297

Industry

Educational Services

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSERV PLAN SERVICES	20-1916735	—	RECORDKEEPER	$10K	—

Investments

28 direct securities· $682K(96% of reported assets)

Mutual Funds

$426K

15 holdings

Common Collective Trusts

$194K

2 holdings

Other securities

$63K

11 holdings

					% of plan
Nuveen Lifecycle Index 2050 R6 Mutual Fund	Mutual Funds	—	—	$106K	15.0%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$104K	14.7%
Vanguard Total Stock Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$89K	12.5%
Nuveen Lifecycle Index 2060 R6 Mutual Fund	Mutual Funds	—	—	$58K	8.1%
Putnam Large Cap Growth Y Mutual Fund	Mutual Funds	—	—	$47K	6.6%
Nuveen Lifecycle Index 2055 R6 Mutual Fund	Mutual Funds	—	—	$43K	6.0%
Nuveen Lifecycle Index 2045 R6 Mutual Fund	Mutual Funds	—	—	$42K	5.9%
Nuveen Lifecycle Index 2040 R6 Mutual Fund	Mutual Funds	—	—	$37K	5.2%
Nuveen Lifecycle Index 2035 R6 Mutual Fund	Mutual Funds	—	—	$26K	3.7%
State Street Balanced Index K Mutual Fund	Other securities	—	—	$19K	2.7%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$18K	2.5%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$16K	2.3%
Dodge & Cox Income I Mutual Fund	Mutual Funds	—	—	$11K	1.5%
Artisan International Value Investor Fund Mutual Fund	Other securities	—	—	$9K	1.2%
PGIM Jennison Mid-Cap Growth R6 Mutual Fund	Other securities	—	—	$7K	1.0%
BNY Mellon Dynamic Value Fund I Mutual Fund	Other securities	—	—	$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	Mutual Funds	—	—	$6K	0.9%
American Funds Inflation Linked Bd R6 Mutual Fund ** 296 American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$6K	0.8%
Federated Hermes Shrt-Interm TR Bd IS Mutual Fund	Other securities	—	—	$6K	0.8%
Nuveen Lifecycle Index 2065 R6 Mutual Fund	Mutual Funds	—	—	$5K	0.8%
Principal Real Estate Securities Instl Mutual Fund	Other securities	—	—	$5K	0.6%
Victory Sycamore Established Value I Mutual Fund	Other securities	—	—	$4K	0.6%
Brown Advisory Sustainable Growth Mutual Fund	Other securities	—	—	$3K	0.4%
DFA International Large Cap Growth Mutual Fund	Mutual Funds	—	—	$3K	0.4%
BlackRock 80/20 Target Allocation Instl Mutual Fund	Other securities	—	—	$3K	0.4%
BlackRock Strategic Income Opps Instl Mutual Fund	Other securities	—	—	$1K	0.2%
Calvert International Equity I Mutual Fund	Other securities	—	—	$1K	0.2%
Nuveen Lifecycle Index Ret Inc R6 Mutual Fund	Mutual Funds	—	—	$1K	0.2%