How big is Shared Ascent Fund's plan?

Shared Ascent Fund's plan reported $1.3M in assets and 17 participants for 2024.

Original filing (PDF)20251009161145NAL0016599282001

Shared Ascent Fund

Name: Shared Ascent Fund — Shared Ascent Fund 401 (K) Plan, Form 5500 (2024)
Creator: Shared Ascent Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shared Ascent Fund 401 (K) Plan

401(k) retirement plan · Shared Ascent Fund's Shared Ascent Fund 401 (K) Plan held $1.3M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Rosina Bugarin signed Shared Ascent Fund's 2024 Form 5500 as plan administrator.

Rosina Bugarin — 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

Shared Ascent Fund's EIN is 83-4584093.

EIN 83-4584093

Plan number 001

Plan year 2024

ACK ID 20251009161145NAL0016599282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shared Ascent Fund's 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 SHARED ASCENT FUND.

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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