How big is Ascent Financial Partners' plan?

Ascent Financial Partners' plan reported $1.1M in assets and 16 participants for 2024.

Original filing (PDF)20250903093418NAL0015232449001

Ascent Financial Partners

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

Form 5500-SF

FILING_RECEIVED

Ascent Financial Partners 401(k) Plan

401(k) retirement plan · Ascent Financial Partners' Ascent Financial Partners 401(k) Plan held $1.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Ascent Financial Partners' EIN is 81-5298127.

EIN 81-5298127

Plan number 001

Plan year 2024

ACK ID 20250903093418NAL0015232449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL PARTNERS.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score