How big is Ascent Holding Co.'s plan?

Ascent Holding Co.'s plan reported $2.9M in assets and 96 participants for 2024.

Original filing (PDF)20251014170914NAL0006922450001

Ascent Holding Co.

Name: Ascent Holding Co. — Ascent 401(k) Plan, Form 5500 (2024)
Creator: Ascent Holding Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent 401(k) Plan

401(k) retirement plan · Ascent Holding Co.'s Ascent 401(k) Plan held $2.9M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Ryan Gray signed Ascent Holding Co.'s 2024 Form 5500 as plan administrator.

Ryan Gray — 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 Holding Co.'s EIN is 83-2904110.

EIN 83-2904110

Plan number 001

Plan year 2024

ACK ID 20251014170914NAL0006922450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Holding Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ASCENT HOLDING CO.

EIN

all filings

Address

402 W BROADWAY · SUITE 2000 · SAN DIEGO, CA · 92101

Phone

(619) 684-7243

Industry

Finance & Insurance

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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