# Ascendum Machinery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ascendum-machinery-inc-401k-plan

> Ascendum Machinery, INC.'s 401(k) plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ascendum Machinery, INC.

- **Sponsor EIN:** 201862082

- **Sponsor Address:** 16810 KENTON DRIVE, HUNTERSVILLE, NC, 28078

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

- **Total Participants:** 305

- **Total Assets:** $26.8M

## 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|305|$26.8M|$1.1M|$1.8M|

| 2023|296|$23.9M|$826,686|$1.7M|

| 2022|275|$21.3M|$949,015|$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|

| RESJ, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RESJ, P.C.](https://planprovider.pro/provider/resj-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|$103,142|—|—|—|—|

| 2023|$10,068|—|$10,068|—|—|

| 2022|$20,863|—|—|—|$20,863|

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