Plan Snapshot
- Plan Sponsor: Ascend Financial Partners LLC
- Sponsor EIN: 991681195
- Sponsor Address: 71 GREAT OAK DR, HUDSON, OH, 442362297
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $125,559
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 7 | $125,559 | $24,905 | $66,186 |
| 2024 | 7 | $24,149 | $6,727 | $17,543 |