How big is Ascend Planning Network's plan?

Ascend Planning Network's plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20250701195241NAL0031341810001

Ascend Planning Network

Name: Ascend Planning Network — Ascend Planning Network, Form 5500 (2024)
Creator: Ascend Planning Network
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascend Planning Network 401(k) Plan

401(k) retirement plan · Ascend Planning Network's Ascend Planning Network 401(k) Plan held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan identifiers

Ascend Planning Network's EIN is 93-4917532.

EIN 93-4917532

Plan number 001

Plan year 2024

ACK ID 20250701195241NAL0031341810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ascend Planning Network from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ascend Planning Network's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off