Back to filter
Original filing (PDF)20250721181201NAL0000835347001
ASCEND MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
ASCEND MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
162
Accounts w/ balance
165
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCEND MANAGEMENT, INC..
Plan sponsor
Name
ASCEND MANAGEMENT, INC.
EIN
92-2059556
Address
8222 SOUTH 48TH STREET, SUITE 200 · PHOENIX, AZ · 85044
Phone
(520) 640-7189
Industry
Health Care & Social Assistancesee all
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
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
THE OLIVIER GROUP, PC
THE OLIVIER GROUP, PC 401(K) PLAN
$2.0M · 1 participants
GROWING HEALTHY CHILDREN THERAPY SERVICES, INC.
GROWING HEALTHY FUTURES 401(K) PLAN
$2.0M · 64 participants
VENDETTI WELLNESS GROUP, PC
VENDETTI WELLNESS GROUP 401(K) PLAN
$2.0M · 78 participants
ARIAS NEUROPSYCHOLOGY & BEHAVIORAL MEDICINE, PC
ARIAS NEUROPSYCHOLOGY & BEHAVIORAL MEDICINE, PC 401(K) PLAN
$2.0M · 7 participants
MORRIS & MCDANIEL, INC.
MORRIS & MCDANIEL 401(K) PLAN
$2.0M · 25 participants
REGION 4 BEHAVIORAL HEALTH SYSTEM
REGION 4 BEHAVIORAL HEALTH SYSTEM 401(K) PLAN
$2.0M · 17 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants