Original filing (PDF)20260113090110NAL0027709106001

ASCEND LEADERSHIP ACADEMY

Name: ASCEND LEADERSHIP ACADEMY — ASCEND LEADERSHIP ACADEMY 401(K) PLAN, Form 5500 (2024)
Creator: ASCEND LEADERSHIP ACADEMY

Form 5500-SF

FILING_RECEIVED

ASCEND LEADERSHIP ACADEMY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$995K

Net assets (EOY)

$995K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCEND LEADERSHIP ACADEMY.

Plan sponsor

Name

ASCEND LEADERSHIP ACADEMY

EIN

82-2660338

Address

283 HARVEY FAULK ROAD · SANFORD, NC · 27332

Phone

(919) 842-5411

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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