# Ascendance Trucks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ascendance-trucks-llc-401k-plan

> Ascendance Trucks, LLC's 401(k) plan: 477 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Ascendance Trucks, LLC

- **Sponsor EIN:** 850914805

- **Sponsor Address:** 1810 S. 19TH STREET, HARRISBURG, PA, 17104

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

- **Total Participants:** 477

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2023|477|$16.7M|$335,764|$1.4M|

## 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|

| USI ADVISORS INC|ADVISOR|$68,158|—|$68,158|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$48,612|—|$48,612|

| CLIFTONLARONALLENLLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARONALLENLLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,770

- **Estimated Expense Ratio:** 0.701% 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|

| 2023|$58,389|$34,083|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ascendance-trucks-llc-401k-plan)

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