· 2022–2024 · DOL EFAST2

ASCEND PROPERTY MANAGEMENT GRO — ASCEND PROPERTY MANAGEMENT GRO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250408035929NAL0017704977001

ASCEND PROPERTY MANAGEMENT GRO

Form 5500-SF

FILING_RECEIVED

ASCEND PROPERTY MANAGEMENT GRO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

52

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

ASCEND PROPERTY MANAGEMENT GRO

EIN

92-0894354all filings

Address

22403 MADISON PARK · SAN ANTONIO, TX · 782603539

Phone

(210) 243-9094

Industry

Real Estatesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HJM INC/BONAVENTURE

HARVEY J MILLER INC

PRAETER SAEPE LLC

PRAETER SAEPE LLC 401(K) PLAN

$10K · 3 participants

ALLIANCE ASSOCIATION MANAGEMENT

ALLIANCE ASSOCIATION MANAGEMENT 401(K) PLAN

$10K · 6 participants

REAL ESTATE MARKET PLACE

REAL ESTATE MARKET PLACE 401(K) PROFIT SHARING PLAN & TRUST

$10K · 3 participants

LOTTE VENTURES CORPORATION

LOTTE VENTURES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$10K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.