Plan Snapshot
- Plan Sponsor: Ascend Leasing, LLC
- Sponsor EIN: 621148454
- Sponsor Address: 79 SAND PEBBLE DR., JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 710
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 710 | $14.4M | $453,859 | $2.2M |
| 2023 | 851 | $13.5M | $679,962 | $2.6M |
| 2022 | 1,159 | $11.7M | $755,131 | $1.3M |
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 |
|---|---|---|---|---|
| ATA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA, PC — 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 | $198,942 | $50,000 | $148,942 | — | — |
| 2023 | $140,675 | $12,691 | $120,484 | $7,500 | — |
| 2022 | $57,937 | $5,395 | $51,163 | — | $1,379 |