How big is Ascend Financial Network, LLC's plan?

Ascend Financial Network, LLC's plan reported $410K in assets and 5 participants for 2024.

Original filing (PDF)20251006141856NAL0009132002001

Ascend Financial Network, LLC

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

Form 5500-SF

FILING_RECEIVED

Ascend Financial Network, LLC Employees Retirement Plan

401(k) retirement plan · Ascend Financial Network, LLC's Ascend Financial Network, LLC Employees Retirement Plan held $410K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

People on this filing

Jason Garbus signed Ascend Financial Network, LLC's 2024 Form 5500 as plan administrator.

Jason Garbus — 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

Ascend Financial Network, LLC's EIN is 83-0502359.

EIN 83-0502359

Plan number 001

Plan year 2024

ACK ID 20251006141856NAL0009132002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ascend Financial Network, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ascend Financial Network, LLC's plan includes 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 ASCEND FINANCIAL NETWORK, LLC.

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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