Plan Snapshot
- Plan Sponsor: Ascensus, LLC.
- Sponsor EIN: 113665754
- Sponsor Address: 200 DRYDEN ROAD, DRESHER, PA, 19025
- Plan Type: 401(k)
- Total Participants: 4,858
- Total Assets: $621.8M
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 | 4,858 | $621.8M | $13.4M | $39.8M |
| 2023 | 4,948 | $538.5M | $13.2M | $39.4M |
| 2022 | 315 | $3.3M | $1.5M | $176,159 |
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 |
|---|---|---|---|---|
| MORNINGSTAR | NONE | $7,853 | — | $7,853 |
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,853
- Estimated Expense Ratio: 0.001% 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 | $10,793 | $7,853 | $2,940 | — | — |
| 2023 | $9,818 | $7,240 | $2,578 | — | — |
| 2022 | $48,564 | $33,007 | $15,557 | — | — |