Plan Snapshot
- Plan Sponsor: Ascent Resources Management Services, LLC
- Sponsor EIN: 611855879
- Sponsor Address: 3501 NW 63RD STREET, OKLAHOMA CITY, OK, 731167909
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $115.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 427 | $115.8M | $7.1M | $5.4M |
| 2023 | 438 | $93.3M | $6.5M | $5.1M |
| 2022 | 419 | $72.3M | $5.0M | $4.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $97,524 | — | $97,524 | — | — |
| 2023 | $72,620 | — | $72,620 | — | — |
| 2022 | $89,922 | — | $89,922 | — | — |