How big is Ascent Partners, LLC's plan?

Ascent Partners, LLC's plan reported $343K in assets and 3 participants for 2024.

Original filing (PDF)20250812203148NAL0010268800001

Ascent Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Ascent Partners, LLC 401(k) Plan

401(k) retirement plan · Ascent Partners, LLC's Ascent Partners, LLC 401(k) Plan held $343K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

Plan identifiers

Ascent Partners, LLC's EIN is 87-1437746.

EIN 87-1437746

Plan number 001

Plan year 2024

ACK ID 20250812203148NAL0010268800001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASCENT PARTNERS, 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