2023 Form 5500 filing — Ascensus, LLC 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927091903NAL0002025425001) for Ascensus, LLC 401(K) Savings Plan, reported by Ascensus, LLC. under EIN 11-3665754 and plan number 001. It reports 6,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927091903NAL0002025425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascensus, LLC.
- EIN
- 11-3665754
- Plan number
- 001
- Location
- Dresher, PA
- Participants
- 6,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $538,492,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $538,492,406
- Employer contributions
- $13,172,455
- Participant contributions
- $39,445,943
- Total income / additions
- $142,823,221
- Benefits paid
- $43,975,647
- Administrative expenses
- $9,818
- Total expenses
- $44,000,454
- Net increase / (decrease)
- $98,822,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar | NONE | $7,240 | not reported in the loaded dataset |
| Ascensus, LLC | SPONSOR | $2,578 | not reported in the loaded dataset |
| Jp Morgan | NONE | $0 | $0 |
| Vanguard Funds | NONE | $0 | $0 |
| Blackrock | NONE | $0 | $0 |
| Capital Research And Management | NONE | $0 | $0 |
| Hartford | NONE | $0 | $0 |
| Columbia Management Inv. Adv. | NONE | $0 | $0 |
| Harbor | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| American Century Investments | NONE | $0 | $0 |