How big is Ascent Financial Consulting Group's plan?

Ascent Financial Consulting Group's plan reported $21K in assets and 5 participants for 2024.

Original filing (PDF)20250923133804NAL0005740721001

Ascent Financial Consulting Group

Name: Ascent Financial Consulting Group — Ascent Financial, Form 5500 (2024)
Creator: Ascent Financial Consulting Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent Financial Consulting Group 401(k) Plan

401(k) retirement plan · Ascent Financial Consulting Group's Ascent Financial Consulting Group 401(k) Plan held $21K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Rachel Watkins signed Ascent Financial Consulting Group's 2024 Form 5500 as plan administrator.

Rachel Watkins — 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 Financial Consulting Group's EIN is 84-4518042.

EIN 84-4518042

Plan number 001

Plan year 2024

ACK ID 20250923133804NAL0005740721001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Financial Consulting Group'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 ASCENT FINANCIAL CONSULTING GROUP.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ASCENT FINANCIAL CONSULTING GROUP

EIN

all filings

Address

1142 SOUTH DIAMOND BAR BOULEVA · DIAMOND BAR, CA · 91765

Phone

(909) 731-2125

Industry

Finance & Insurance

Plan administrator