Plan Snapshot
- Plan Sponsor: Ascent Aerospace Holdings, LLC
- Sponsor EIN: 461243767
- Sponsor Address: 16445 23 MILE ROAD, MACOMB TOWNSHIP, MI, 48042
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $90.2M
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 | 491 | $90.2M | $1.3M | $4.1M |
| 2023 | 478 | $82.4M | $951,347 | $3.8M |
| 2022 | 484 | $75.3M | $856,147 | $3.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $82,757 | — | $82,757 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $76,337 | — | $76,337 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CREATIVE PLANNING LLC — INVESTMENT ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,094
- Estimated Expense Ratio: 0.176% 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 | $159,094 | $76,337 | — | — | — |
| 2023 | $142,052 | $60,285 | — | — | — |
| 2022 | $145,934 | $53,345 | — | — | — |