AUMdb

Retirement Income Security Plan Ascent Ventures

Sponsored by Lumin8 Holdings, Llc · EIN 850917486 · Plan #001

Total assets
$366K
Net assets
$366K
Active participants
0
With balances
29

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, Recordkeeping $5,621
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $93