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Original filing (PDF)20251015111259NAL0004379457001
ASCENDANCE TRUCKS NORTH AMERICA, LLC
Form 5500
FILING_RECEIVED
ASCENDANCE TRUCKS 401K PLAN
401(k) retirement plan
Active participants
1,160
Accounts w/ balance
1,209
Plan assets (EOY)
$61.0M
Net assets (EOY)
$61.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCENDANCE TRUCKS NORTH AMERICA, LLC.
Plan sponsor
Name
ASCENDANCE TRUCKS NORTH AMERICA, LLC
EIN
87-4581979
Address
1810 S. 19TH STREET · HARRISBURG, PA · 17104
Phone
(717) 614-4801
Industry
Retail Tradesee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $57K | — |
Investments
25 direct securities · 1 pooled fund· $61.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$60.8M
25 holdings
Common Collective Trust
$218K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost ** Value T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $10.5M | 17.2% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $9.3M | 15.3% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $7.5M | 12.2% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $6.0M | 9.8% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $5.9M | 9.6% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $4.2M | 6.8% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $3.3M | 5.3% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $2.4M | 3.9% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $2.2M | 3.6% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $1.3M | 2.2% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $1.3M | 2.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.3M | 2.1% | |
| Fidelity Gov't Money Market Fund Money Market Fund | — | — | — | $1.1M | 1.8% | |
| Participant loans Interest rates of 4.25% to 10.50% - | — | — | — | $1.1M | 1.8% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $998K | 1.6% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $559K | 0.9% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $477K | 0.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $401K | 0.7% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $310K | 0.5% | |
| Fidelity Advisor International Discovery Fund Mutual Fund | — | — | — | $281K | 0.5% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $218K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $204K | 0.3% | |
| Fidelity US Bond Inex Fund Mutual Fund | — | — | — | $124K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $103K | 0.2% | |
| Pimco Total Return Fund Mutual Fund | — | — | — | $72K | 0.1% | |
| Equivist Individual Accounts Various | — | — | — | $2K | <0.1% |