Ascend Learning LLC 401(K) Plan — Form 5500 plan (Ascend Learning LLC)
Plain-English plan 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, Ascend Learning LLC 401(K) Plan is a benefit plan reported by Ascend Learning LLC under EIN 26-2602465 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,096 participants and $155,771,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascend Learning LLC
- EIN
- 26-2602465
- Plan number
- 001
- Plan type
- 2
- Location
- Leawood, KS
- Latest filing year
- 2023
- Participants
- 2,096
- End-of-year plan assets
- $155,771,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,096 | H, C | 20240920130803NAL0007856977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,771,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,771,485
- Net assets (BOY)
- $119,153,034
Income & contributions
- Employer contributions
- $4,709,585
- Participant contributions
- $14,452,530
- Total contributions
- $21,370,242
- Total income / additions
- $45,323,800
Expenses & distributions
- Benefits paid
- $8,512,695
- Administrative expenses
- $173,962
- Total expenses
- $8,705,349
- Net increase / (decrease)
- $36,618,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,911 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $52,051 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Serviecs, Inc. | CONSULTANT | $45,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascend Learning LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Leawood, KS
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Gallagher Benefit Serviecs, Inc. — Schedule C compensation