Form 5500 Search

ASCENSION CAPITAL ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
2,841
Total plan assets
$2.5B
Filings (rows)
4
Direct comp
$70K
Indirect comp
$0

SERVICES PROVIDED

Other3
Advisor / Consultant1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LOCKE LORD LLP
LOCKE LORD LLP RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
844$891.7M$20K
LOCKE LORD LLP
LOCKE LORD LLP RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
938$868.4M$18K
LOCKE LORD LLP
LOCKE LORD LLP RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
955$757.8M$20K
AESTHETIC CENTER FOR PLASTIC SURGERY, L.L.P.
AESTHETIC CENTER FOR PLASTIC SURGERY, LLP PROFIT SHARING PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
104$8.0M$14K
ASCENSION CAPITAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search