Plans listing this provider
987
1.75% of the 56,420 plans with Schedule H financials; 969 in 2023
Providers › Ascensus LLC
Ascensus LLC
- Service provider, as named on Schedule C
- EIN 113665754
- Plan year 2024
- Direct compensation reported $31,823,383
Assets of those plans
$21,820,617,847
0.28% of all Schedule H plan assets
Plans where it is the recordkeeper
950
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$88.27
across 873 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 850 |
| 50 | Direct payment from the plan | 828 |
| 99 | Other fees | 802 |
| 64 | Recordkeeping fees | 793 |
| 37 | Participant loan processing | 639 |
| 62 | Float revenue | 599 |
| 55 | Other commissions | 234 |
| 60 | Sub-transfer agency fees | 211 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mutual of Omaha 401k Retirement Savings Planrecordkeeper | Mutual of Omaha Insurance | $1,017,450,258 | 7,166 | $155,971 |
| Northeast Georgia Health System, Inc. 401(k) Retirement Savings Planrecordkeeper | Northeast Georgia Health System | $847,488,174 | 14,011 | $796,631 |
| Greystar 401(k) Planrecordkeeper | Greystar Management Services | $757,415,937 | 36,181 | $1,915,069 |
| Mutual of Omaha 401k Long-term Savings Planrecordkeeper | Mutual of Omaha Insurance | $515,928,507 | 1,866 | $35,700 |
| Davenport & Company LLC Profit Sharing Planrecordkeeper | Davenport | $416,364,923 | 622 | $0 |
| Bayview Asset Management LLC 401(k) Planrecordkeeper | Bayview Asset Management | $229,981,950 | 2,099 | $169,035 |
| Advanced Technology Services, Inc. 401(k) PSPrecordkeeper | Advanced Technology Services | $205,145,817 | 3,281 | $216,504 |
| Seven Hills Anesthesia, LLC 401(k) Profit Sharing Planrecordkeeper | Seven Hills Anesthesia | $204,248,675 | 388 | $28,678 |
| AFL Telecommunications, LLC Savings and Incentive Planrecordkeeper | AFL Telecommunications | $178,614,607 | 2,101 | $105,197 |
| The Knapheide Manufacturing Company 401(k) Cash Deferred Planrecordkeeper | Knapheide Manufacturing | $175,407,220 | 2,017 | $249,349 |
| Burrtec Retirement Savings Planrecordkeeper | Burrtec Waste Industries | $163,445,780 | 1,919 | $283,722 |
| Thorlabs, Inc. 401(k) Retirement Planrecordkeeper | Thorlabs | $149,863,354 | 2,066 | $146,148 |
| Edco Deferred Compensation Planrecordkeeper | Edco Disposal | $141,990,087 | 1,693 | $168,734 |
| Heritage Valley Health System 401(k) Planrecordkeeper | Heritage Valley Health System | $141,762,576 | 1,120 | $88,125 |
| Novogradac & Company LLP 401(k) Profit Sharing Planrecordkeeper | Novogradac | $136,456,257 | 1,051 | $13,230 |
| Providence Equity Partners L.L.C. 401(k) Planrecordkeeper | Providence Equity Partners | $124,580,573 | 258 | $2,355 |
| Summit Partners, L.P. 401(k) Profit Sharing Planrecordkeeper | Summit Partners | $112,541,596 | 378 | $35,697 |
| Imagine Schools, Inc. 401(k) Retirement Savingsrecordkeeper | Imagine Schools | $110,873,388 | 2,847 | $77,616 |
| Koch Meat Co., Inc. 401(k) Planrecordkeeper | Koch Foods | $101,528,480 | 2,450 | $230,191 |
| Hill, Barth & King, LLC 401(k) Profit Sharing Planrecordkeeper | Hill Barth & King | $97,185,883 | 795 | $68,121 |
| Woodhouse Auto Family 401(k) Planrecordkeeper | Woodhouse Ford | $95,746,630 | 1,524 | $37,359 |
| The Middle River Aerostructure Systems Salaried Savings Planrecordkeeper | MRA Systems | $89,850,712 | 547 | $39,377 |
| Inoac USA 401(k) Savings Planrecordkeeper | Inoac USA | $89,229,771 | 1,829 | $148,606 |
| Baxter & Woodman 401k Retirement Savings Planrecordkeeper | Baxter & Woodman | $89,162,418 | 586 | $14,109 |
| Analytical Mechanics Associates 401k Planrecordkeeper | Analytical Mechanics Associates | $88,154,533 | 634 | $84,280 |
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.