Ascent Capital Management LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ascent Capital Management LLC
  • Sponsor EIN: 931320653
  • Sponsor Address: 395 SW BLUFF DR. SUITE 200, BEND, OR, 97702
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$2.5M$76,902$100,158
20235$2.1M$72,362$101,064
20226$1.6M$65,535$89,547

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