David Fulcher signed Ascend Partner Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend Partner Services, LLC's EIN is 92-1373067.
Download the official 2024 Form 5500 (PDF) for Ascend Partner Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascend Partner Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | COLORADO, CO | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEWYORK, NY | CONTRACT ADMIN | $41K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $9.8M | 18.4% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $6.1M | 11.6% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $3.7M | 7.0% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $3.5M | 6.5% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $3.4M | 6.3% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $3.2M | 6.0% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $3.0M | 5.6% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $2.7M | 5.1% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $2.7M | 5.0% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $2.6M | 5.0% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $2.2M | 4.1% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $1.4M | 2.6% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $1.3M | 2.5% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $1.2M | 2.2% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $848K | 1.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $793K | 1.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $645K | 1.2% | |
| PGIM, Inc. Core Plus Bond / PGIM Fund | Common Stocks | — | — | $645K | 1.2% | |
| EMPOWER LORD ABBETT SMALL CAP GROWTH T 0 * EMPOWER MID CAP GROWTH FUND FEE CLASS 0 * EMPOWER MID CAP VALUE FEE CLASS R1 0 * EMPOWER LOANS | Mutual Funds | — | — | $615K | 1.2% | |
| Participant loans * Participants 4.25% to 10.5%; maturing through 2052 | Bonds / Notes | — | — | $615K | 1.2% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I | Mutual Funds | — | — | $494K | 0.9% | |
| MFS Investment Management MFS Mid Cap Growth R6 | Mutual Funds | — | — | $452K | 0.9% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $434K | 0.8% | |
| Capital Group American Funds New World R6 | Mutual Funds | — | — | $266K | 0.5% | |
| Great-West Life and Annuity Insurance Company Guaranteed Interest Fund | Common Stocks | — | — | $263K | 0.5% | |
| EMPOWER GUARANTEED INTEREST FUND | Other securities | — | — | $259K | 0.5% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | Mutual Funds | — | — | $254K | 0.5% | |
| Capital Group American Funds EuroPacific Gr R5 | Mutual Funds | — | — | $227K | 0.4% | |
| PGIM Investments PGIM High-Yield R6 | Other securities | — | — | $218K | 0.4% | |
| PIMCO Int Bond (USD-Hedged) Instl | U.S. Treasuries | — | — | $216K | 0.4% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $182K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Vector Equity I | Mutual Funds | — | — | $118K | 0.2% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $69K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $47K | <0.1% | |
| EMPOWER NUVEEN LIFECYCLE INDEX 2010 R6 | Mutual Funds | — | — | $29K | <0.1% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
