Barbara Gittens signed Ascent Lifting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascent Lifting, Inc.'s EIN is 88-3986399.
Download the official 2024 Form 5500 (PDF) for Ascent Lifting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascent Lifting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | 82-4882966 | — | ADVISOR | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.2M | 15.9% | |
| JP Morgan Growth Advantage R6 | Other securities | — | — | $4.5M | 13.5% | |
| Interest-Bearing Cash * Fidelity Government Money Market K6 | Mutual Funds | — | — | $3.4M | 10.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $2.6M | 8.0% | |
| Blackrock LifePath Index Retirement | Other securities | — | — | $1.9M | 5.8% | |
| Blackrock LifePath Index 2045 | Other securities | — | — | $1.9M | 5.7% | |
| Blackrock LifePath Index 2030 | Other securities | — | — | $1.8M | 5.5% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.4M | 4.2% | |
| Blackrock LifePath Index 2040 | Other securities | — | — | $1.3M | 3.8% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $1.3M | 3.8% | |
| Vanguard Balanced Indexed Admiral | Mutual Funds | — | — | $992K | 3.0% | |
| Blackrock LifePath Index 2035 | Other securities | — | — | $931K | 2.8% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $903K | 2.7% | |
| Fidelity Total International Index | Mutual Funds | — | — | $701K | 2.1% | |
| JP Morgan Core Plus Bond R6 | Other securities | — | — | $646K | 2.0% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | Mutual Funds | — | — | $645K | 2.0% | |
| Blackrock LifePath Index 2055 | Other securities | — | — | $639K | 1.9% | |
| Dimensional Fund Advisors US Small Cap I | Mutual Funds | — | — | $545K | 1.7% | |
| maturing through December 2029 - | Other securities | — | — | $472K | 1.4% | |
| Blackrock LifePath Index 2050 | Other securities | — | — | $408K | 1.2% | |
| Blackrock High Yield K | Other securities | — | — | $217K | 0.7% | |
| Blackrock LifePath Index 2060 | Other securities | — | — | $175K | 0.5% | |
| Dimensional Fund Advisors Global Real Estate | Mutual Funds | — | — | $135K | 0.4% | |
| Dimensional Fund Advisors Short-Duration Real Return | Mutual Funds | — | — | $127K | 0.4% | |
| Blackrock LifePath Index 2065 | Other securities | — | — | $52K | 0.2% | |
| AQR Multi-Asset Fund R6 | Other securities | — | — | $43K | 0.1% | |
| Dimensional Fund Advisors International Core Equity I | Mutual Funds | — | — | $28K | <0.1% | |
| Dimensional Fund Advisors US Sustainability Core 1 | Mutual Funds | — | — | $24K | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
