AUMdb

Ascend Learning, Inc. 403(b) Plan

Sponsored by Ascend Learning, Inc. · EIN 331200239 · Plan #001

Total assets
$15.0M
Net assets
$14.7M
Active participants
741
With balances
415

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $14,780
Janney Montgomery Scott Llc Other services, Other commissions $0