How big is Ascendent, LLC's plan?

Ascendent, LLC's plan reported $944K in assets and 22 participants for 2024.

Original filing (PDF)20250414152457NAL0003316576002

Ascendent, LLC

Name: Ascendent, LLC — Ascendent Retirement Plan, Form 5500 (2024)
Creator: Ascendent, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascendent Retirement Plan

401(k) retirement plan · Ascendent, LLC's Ascendent Retirement Plan held $944K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$944K

Net assets (EOY)

$944K

People on this filing

Heather Estes signed Ascendent, LLC's 2024 Form 5500 as plan administrator.

Heather Estes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ascendent, LLC's EIN is 91-2137255.

EIN 91-2137255

Plan number 001

Plan year 2024

ACK ID 20250414152457NAL0003316576002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ascendent, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ASCENDENT, LLC

EIN

all filings

Address

PO BOX 1150 · SUMNER, WA · 98390

Phone

(253) 939-4375

Industry

Construction

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

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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