How big is Ascent Wealth Partners, LLC's plan?

Ascent Wealth Partners, LLC's plan reported $1.5M in assets and 13 participants for 2025.

Original filing (PDF)20260414130645NAL0019574960001

Ascent Wealth Partners, LLC

Name: Ascent Wealth Partners, LLC — Ascent Wealth 401(k), Form 5500 (2025)
Creator: Ascent Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent Wealth 401(k) Plan

401(k) retirement plan · Ascent Wealth Partners, LLC's Ascent Wealth 401(k) Plan held $1.5M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Ascent Wealth Partners, LLC's EIN is 92-1014429.

EIN 92-1014429

Plan number 001

Plan year 2025

ACK ID 20260414130645NAL0019574960001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ascent Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ascent Wealth Partners, LLC'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 ASCENT WEALTH PARTNERS, 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