Plan Snapshot
- Plan Sponsor: Ascend Learning LLC
- Sponsor EIN: 262602465
- Sponsor Address: 11161 OVERBROOK ROAD, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Total Participants: 1,669
- Total Assets: $183.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,669 | $183.9M | $4.6M | $14.9M |
| 2023 | 1,541 | $155.8M | $4.7M | $14.5M |
| 2022 | 1,559 | $119.2M | $4.4M | $13.5M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO 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 | $192,664 | $67,317 | $300 | — | — |
| 2023 | $173,962 | $52,051 | — | — | — |
| 2022 | $218,556 | $37,555 | — | — | — |