# Ascensus, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/ascensus-llc-401k-plan

> Ascensus, LLC.'s 401(k) plan: 4,858 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/torrillo-and-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|—|—|

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

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