Ascensus, Llc 401(k) Savings Plan
Sponsored by Ascensus, Llc. · EIN 113665754 · Plan #001
- Total assets
- $622M
- Net assets
- $622M
- Active participants
- 4,858
- With balances
- 5,972
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar | Investment advisory (participants), Direct payment from the plan, Other fees | $7,853 |
| American Century Investments | Investment management fees (indirect) | $0 |
| Jp Morgan | Investment management fees (indirect) | $0 |
| Vanguard Funds | Investment management fees (indirect) | $0 |
| Blackrock | Investment management fees (indirect) | $0 |
| Capital Research And Management | Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management fees (indirect) | $0 |
| Columbia Management Inv. Adv. | Investment management fees (indirect) | $0 |
| Putnam | Investment management fees (indirect) | $0 |
| Mfs Funds | Investment management fees (indirect) | $0 |