Ascensus, LLC 401(K) Savings Plan — Form 5500 plan (Ascensus, LLC.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ascensus, LLC 401(K) Savings Plan is a benefit plan reported by Ascensus, LLC. under EIN 11-3665754 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,397 participants and $538,492,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascensus, LLC.
- EIN
- 11-3665754
- Plan number
- 001
- Plan type
- 2
- Location
- Dresher, PA
- Latest filing year
- 2023
- Participants
- 6,397
- End-of-year plan assets
- $538,492,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,397 | H, C | 20240927091903NAL0002025425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $538,492,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $538,492,406
- Net assets (BOY)
- $439,669,639
Income & contributions
- Employer contributions
- $13,172,455
- Participant contributions
- $39,445,943
- Total contributions
- $59,736,983
- Total income / additions
- $142,823,221
Expenses & distributions
- Benefits paid
- $43,975,647
- Administrative expenses
- $9,818
- Total expenses
- $44,000,454
- Net increase / (decrease)
- $98,822,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar | NONE | $7,240 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | SPONSOR | $2,578 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $0 | $0 | 2023 |
| Vanguard Funds | NONE | $0 | $0 | 2023 |
| Blackrock | NONE | $0 | $0 | 2023 |
| Capital Research And Management | NONE | $0 | $0 | 2023 |
| Hartford | NONE | $0 | $0 | 2023 |
| Columbia Management Inv. Adv. | NONE | $0 | $0 | 2023 |
| Harbor | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| American Century Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascensus, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Dresher, PA
- Morningstar — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Vanguard Funds — Schedule C compensation
- Blackrock — Schedule C compensation
- Capital Research And Management — Schedule C compensation
- Hartford — Schedule C compensation
- Columbia Management Inv. Adv. — Schedule C compensation
- Harbor — Schedule C compensation
- Mfs Funds — Schedule C compensation
- American Century Investments — Schedule C compensation