Plan Snapshot
- Plan Sponsor: Ascend Learning, LLC
- Sponsor EIN: 262602465
- Sponsor Address: 11161 OVERBROOK ROAD, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,166
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,166 | $0 | $0 | $0 |
| 2023 | 1,192 | $0 | $0 | $0 |
| 2022 | 1,193 | $0 | $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 |
|---|---|---|---|---|
| OPTUMRX, INC. | Other Service Provider | $7,288,496 | $7,985 | $7,296,481 |
| AETNA LIFE INSURANCE COMPANY | Recordkeeper | $837,092 | $5,118 | $842,210 |
| THE LINCOLN NATIONAL LIFE INS. CO. | Recordkeeper | $31,757 | — | $31,757 |
| PAYFLEX | Recordkeeper | $29,051 | — | $29,051 |
| AETNA EMPLOYEE ASSISTANCE PROGRAM | Recordkeeper | $27,187 | — | $27,187 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE LINCOLN NATIONAL LIFE INS. CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,226,686
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |