AUMdb

Ascendhr Retirement Savings Plan

Sponsored by Ascendhr, Llc. · EIN 872071253 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
330
With balances
282

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $9,795
Charles Schwab Bank Custodial (securities), Participant loan processing, Direct payment from the plan $258