# Ascend Financial Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/ascend-financial-partners-llc-991681195-001

> Ascend Financial Partners LLC's 401(k) plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ascend Financial Partners LLC

- **Sponsor EIN:** 991681195

- **Sponsor Address:** 71 GREAT OAK DR, HUDSON, OH, 442362297

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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|$0|$0|

| 2024|7|$24,149|$6,727|$17,543|

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