Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Ascensus
Ascensus
- Service provider, as named on Schedule C
- EIN 450404698
- Plan year 2024
- Direct compensation reported $459,040
Assets of those plans
$257,113,510
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$459,040
90% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 6 |
| 37 | Participant loan processing | 4 |
| 15 | Recordkeeping and information management | 3 |
| 12 | Claims processing | 2 |
| 13 | Contract administrator | 2 |
| 50 | Direct payment from the plan | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| American Mitsuba Corporation 401(k) Planrecordkeeper | American Mitsuba | $58,065,003 | 567 | $61,353 |
| MCE 401(k) Retirement Planrecordkeeper | Motion & Control Enterprises | $43,858,121 | 855 | $97,242 |
| Mccormick Incorporated 401(k) Plan | Northern Improvement | $41,929,521 | 289 | $71,559 |
| Excel Orthopaedic Specialists 401(k) Profit Sharing Planrecordkeeper | Excel Orthopaedic Specialists | $28,237,466 | 152 | not reported |
| Pieper-olson Vet Hospital Employees Planrecordkeeper | Pieper-olson Vet Hospital | $25,525,354 | 698 | $70,739 |
| Rize Home's 401(k) Planrecordkeeper | Rize Home | $17,229,776 | 220 | $24,063 |
| SHN Retirement Plan | SHN Consulting Engineers & Geologists | $15,428,396 | 126 | $78,645 |
| Orthopedic Surgery, Inc. 401(k) Profit Sharing Planrecordkeeper | Orthopedic Surgery Inc. DBA Agility Orthopedics | $10,768,610 | 116 | $1,894 |
| Impact Electronic Solutions 401(k) Planrecordkeeper | Impact Electronic Solutions | $10,680,490 | 370 | $27,151 |
| Agbu Manoogian-demirdjian School 401(k) Retirement Planrecordkeeper | Agbu Manoogian-demirdjian School | $5,390,773 | 99 | $26,394 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.