ASCENSUS TRUST
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
19
Active participants
4,517
Total plan assets
$640.0M
Filings (rows)
19
Direct comp
$285K
Indirect comp
$9K
Aggregating 2 name variants under "ASCENSUS TRUST"
SERVICES PROVIDED
Other10
Recordkeeper6
Trustee2
TPA / Administrator1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PUTNAM STABLE VALUE | 3 |
| METLIFE GAC-25053 CLASS O | 3 |
| FEDERATED HERMES CAPITAL PRESERV | 3 |
| ISHARES IBOXX INVMT GRADE BD E | 1 |
| VANGUARD RUSSELL 1000 VALUE ETF | 1 |
| HEALTH CARE SELECT SECTOR SPDR ETF | 1 |
| ISHARES 1-5 YEAR CREDIT BOND ETF | 1 |
| CONSUMER STAPLES SELECT SECTOR SPDR | 1 |
| INVESCO EMERGING MARKETS SOV DEBT E | 1 |
| SPDR GOLD SHARES TRUST ETF | 1 |
| VANGUARD FTSE EMERGING MARKETS ETF | 1 |
| UTILITIES SELECT SECTOR SPDR ETF | 1 |
| TECHNOLOGY SELECT SECTOR SPDR ETF | 1 |
| VANGUARD GROWTH INDEX ETF | 1 |
| ISHARES MSCI EAFE ETF | 1 |
| VANGUARD S&P MIDCAP 400 INDEX ETF | 1 |
| INDUSTRIAL SELECT SECTOR SPDR | 1 |
| ISHARES TIPS BOND ETF | 1 |
| CONSUMER DISCRETE SELECT SECTOR SPD | 1 |
| VANGUARD SMALL ADVISOR RK ONLY | 1 |
| VANGUARD DIVIDEND APPREC INDEX ETF | 1 |
| ISHARES IBOXX HIGH YIELD BOND | 1 |
| VANGUARD RUSSELL 1000 GROWTH ETF | 1 |
| ALLSPRING MONEY MARKET A | 1 |
| FINANCIAL SELECT SECTOR SPDR ETF | 1 |
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KUTAK ROCK LLP KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN | OMAHA, NE | Other NONE | 1,010 | $389.9M | $72K |
| EXCEL ORTHOPAEDIC SPECIALISTS EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN | WOBURN, MA | Other | 94 | $28.2M | — |
| WOMENS LEAGUE COMMUNITY RESIDENCES WOMENS LEAGUE TAX SHELTERED ANNUITY PLAN | BROOKLYN, NY | Recordkeeper RECORDKEEPER | 781 | $27.2M | $14K |
| PIEPER-OLSON VET HOSPITAL, LLC PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN | MIDDLETOWN, CT | TPA / Administrator CONTRACT ADMINISTRATOR | 989 | $25.5M | $71K |
| EXCEL ORTHOPAEDIC SPECIALISTS EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN | WOBURN, MA | Other | 95 | $23.1M | $5K |
| EXCEL ORTHOPAEDIC SPECIALISTS EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN | WOBURN, MA | Other | 87 | $17.8M | $5K |
| SPECTRALINK CORPORATION SPECTRALINK CORPORATION 401(K) RETIREMENT PLAN | BOULDER, CO | Other | 116 | $16.8M | — |
| SHN CONSULTING ENGINEERS & GEOLOGISTS INC SHN RETIREMENT PLAN | EUREKA, CA | Other NONE | 97 | $15.4M | $79K |
| ARGO TURBOSERVE CORPORATION ARGO TURBOSERVE CORPORATION 401(K) PLAN | NEW YORK, NY | Recordkeeper RECORD KEEPER | 94 | $14.1M | $0 |
| ARGO TURBOSERVE CORPORATION ARGO TURBOSERVE CORPORATION 401(K) PLAN | NEW YORK, NY | Recordkeeper RECORD KEEPER TRUSTEE | 104 | $13.8M | $0 |
| ARGO TURBOSERVE CORPORATION ARGO TURBOSERVE 401(K) RETIREMENT PLAN | NEW YORK, NY | Recordkeeper RECORD KEEPER | 89 | $12.7M | $0 |
| ORTHOPEDIC SURGERY, INC. DBA AGILITY ORTHOPEDICS ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN | STONEHAM, MA | Other | 65 | $10.8M | $2K |
| BOPP-BUSCH MANUFACTURING COMPANY BOPP-BUSCH MANUFACTURING CO. 401(K) PLAN | AU GRES, MI | Other | 98 | $9.4M | $5K |
| ORTHOPEDIC SURGERY, INC. DBA AGILITY ORTHOPEDICS ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN | STONEHAM, MA | Other | 60 | $9.2M | $2K |
| CONCRETE PROTECTION & RESTORATION, INC. CONCRETE PROTECTION & RESTORATION, INC. RETIREMENT PLAN | BALTIMORE, MD | Recordkeeper RECORDKEEPER | 355 | $8.5M | $5K |
| ORTHOPEDIC SURGERY, INC. DBA AGILITY ORTHOPEDICS ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN | STONEHAM, MA | Other | 62 | $8.3M | $737 |
| APOLLO VIDEO TECHNOLOGY, LLC APOLLO VIDEO TECHNOLOGY 401(K) PLAN | PLANO, TX | Trustee TRUSTEE | 68 | $3.9M | $9K |
| APOLLO VIDEO TECHNOLOGY, LLC APOLLO VIDEO TECHNOLOGY 401(K) PLAN | PLANO, TX | Trustee TRUSTEE | 107 | $3.1M | $8K |
| QUIK PRINT OF OKLAHOMA CITY, INC. QUIK PRINT 401(K) PLAN | OKLAHOMA CITY, OK | Recordkeeper RECORDKEEPER | 146 | $2.3M | $9K |