Plan Snapshot
- Plan Sponsor: Ascent, LLC
- Sponsor EIN: 202665054
- Sponsor Address: 2350 BALL DRIVE, ST. LOUIS, MO, 63146
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 255 | $17.8M | $769,166 | $1.6M |
| 2023 | 210 | $15.5M | $560,033 | $1.2M |
| 2022 | 180 | $12.2M | $486,805 | $1.1M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $50,126 | $50,126 | — | — | — |
| 2023 | $38,208 | $38,208 | — | — | — |
| 2022 | $28,012 | $28,012 | — | — | — |