Plan Snapshot
- Plan Sponsor: Ascend Learning, INC.
- Sponsor EIN: 331200239
- Sponsor Address: 205 ROCKAWAY PKWY, BROOKLYN, NY, 112123444
- Plan Type: 403(b)
- Total Participants: 741
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 741 | $15.0M | $556,533 | $1.5M |
| 2023 | 736 | $14.5M | $590,204 | $1.6M |
| 2022 | 830 | $13.4M | $729,870 | $1.9M |
| 2020 | 727 | $12.4M | $0 | $0 |
| 2019 | 838 | $9.2M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $14,780 | — | $14,780 | — | — |
| 2023 | $16,264 | — | $16,264 | — | — |
| 2022 | $13,551 | — | — | — | $13,551 |
| 2020 | $5,116 | — | — | — | — |
| 2019 | $4,771 | — | — | — | — |