How big is Ascend Group, PLLC's plan?

Ascend Group, PLLC's plan reported $459K in assets and 9 participants for 2024.

Original filing (PDF)20250903095807NAL0015258257001

Ascend Group, PLLC

Name: Ascend Group, PLLC — Ascend Orthodontics Retirement, Form 5500 (2024)
Creator: Ascend Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascend Orthodontics Retirement Plan & Trust

401(k) retirement plan · Ascend Group, PLLC's Ascend Orthodontics Retirement Plan & Trust held $459K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$459K

Net assets (EOY)

$458K

Plan identifiers

Ascend Group, PLLC's EIN is 84-2701611.

EIN 84-2701611

Plan number 001

Plan year 2024

ACK ID 20250903095807NAL0015258257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascend Group, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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