AUMdb

Ascend Retirement Savings 401(k) Plan

Sponsored by Ascend Leasing, Llc · EIN 621148454 · Plan #002

Total assets
$14.4M
Net assets
$14.4M
Active participants
710
With balances
897

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
Pension Consultants Inc CRD 113914 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $76,627
Pension Consultants Inc Investment advisory (plan) $50,000