# Ascend Wellness Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ascend-wellness-holdings-llc-401k-plan

> Ascend Wellness Holdings, LLC's 401(k) plan: 1,999 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ascend Wellness Holdings, LLC

- **Sponsor EIN:** 830602006

- **Sponsor Address:** 1411 BROADWAY 16TH FL, NEW YORK, NY, 10018

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

- **Total Participants:** 1,999

- **Total Assets:** $8.7M

## 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|1,999|$8.7M|$509,731|$4.0M|

| 2023|1,896|$5.7M|$0|$2.3M|

| 2022|1,466|$3.0M|$0|$2.2M|

## 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|

| MGO CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MGO CPA](https://planprovider.pro/provider/macias-gini-and-oconnell-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|$142,003|—|$142,003|—|—|

| 2023|$71,392|$1,583|$69,809|—|—|

| 2022|$13,223|—|$3,323|—|$9,900|

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