How big is Ascend Agency's plan?

Ascend Agency's plan reported $176K in assets and 12 participants for 2025.

Original filing (PDF)20260427221323NAL0005151283019

Ascend Agency

Name: Ascend Agency — Ascend Agency 401(k) Plan, Form 5500 (2025)
Creator: Ascend Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascend Agency 401(k) Plan

401(k) retirement plan · Ascend Agency's Ascend Agency 401(k) Plan held $176K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

Plan identifiers

Ascend Agency's EIN is 87-4831320.

EIN 87-4831320

Plan number 001

Plan year 2025

ACK ID 20260427221323NAL0005151283019

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ascend Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ascend Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 (89th percentile).

Plan sponsor

Name

ASCEND AGENCY

EIN

all filings

Address

8 HICKORY TREE LN · IRVINE, CA · 92612

Phone

(949) 300-8288

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator