# Ascend Learning, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ascend-learning-llc-262602465-501

> Ascend Learning, LLC's 401(k) plan: 1,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|—|—|—|

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