Ascent, Llc 401 K Plan
Sponsored by Ascent, Llc · EIN 202665054 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 255
- With balances
- 274
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $42,639 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $2,990 |
| Empower Advisory Group, Llc | Investment management | $2,847 |
| Benefit Plans Plus, Llc | Recordkeeping, Other services | $1,650 |