AUMdb

Ascend Analytics 401(k) Profit Sharing Plan

Sponsored by Ascend Analytics, Llc · EIN 208214057 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
145
With balances
195

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $23,659
Hunter Benefits Consulting Group In Contract administrator, Direct payment from the plan, Other services $2,875