How big is Ascent Financial LLC's plan?

Ascent Financial LLC's plan reported $327K in assets and 8 participants for 2024.

Original filing (PDF)20250625132127NAL0007853681001

Ascent Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Ascent Financial LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ascent Financial LLC's Ascent Financial LLC 401(k) Profit Sharing Plan held $327K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan identifiers

Ascent Financial LLC's EIN is 88-2111545.

EIN 88-2111545

Plan number 001

Plan year 2024

ACK ID 20250625132127NAL0007853681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascent Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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