# Ascend Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ascend-technologies-llc-401k-plan

> Ascend Technologies, LLC's 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ascend Technologies, LLC

- **Sponsor EIN:** 843811689

- **Sponsor Address:** 200 W. ADAMS, 16TH FLOOR, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 201

- **Total Assets:** $9.3M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|201|$9.3M|$407,606|$1.2M|

| 2023|258|$9.1M|$509,532|$1.6M|

| 2022|285|$6.8M|$565,429|$1.6M|

## 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|

| THE BENEFIT ADVANTAGE, INC.|THIRD-PARTY ADMINISTRATO|$5,600|$4,563|$10,163|

| MOWERY & SCHOENFELD, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MOWERY & SCHOENFELD, LLC](https://planprovider.pro/provider/mowery-and-schoenfeld-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,163

- **Estimated Expense Ratio:** 0.109% of plan assets

### 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|$67,731|—|—|—|—|

| 2023|$59,976|$1,134|$9,331|—|—|

| 2022|$37,648|—|$37,648|—|—|

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