Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › The Ascent Group, LLC
The Ascent Group, LLC
- Service provider, as named on Schedule C
- EIN 863001816
- Plan year 2024
- Direct compensation reported $332,842
Assets of those plans
$468,969,773
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$332,842
64% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 99 | Other fees | 5 |
| 70 | Consulting fees | 3 |
| 50 | Direct payment from the plan | 3 |
| 26 | Investment advisory (participants) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 17 | Consulting (pension) | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Atlantic Bay Mortgage Group 401(k) Plan | Atlantic Bay Mortgage Group | $78,716,798 | 897 | $46,855 |
| Mythics, LLC. Retirement Plan | Mythics | $65,362,408 | 513 | $44,500 |
| Telestream 401(k) Employee Savings Plan | Telestream | $58,684,312 | 400 | $21,759 |
| S&B USA / ASN / BPC 401(k) Plan | S&B USA Construction | $50,438,840 | 1,071 | $0 |
| Management Consulting, Inc. Profit Sharing 401(k) Plan | Management Consulting | $33,787,623 | 283 | $42,986 |
| Therapy Brands 401(k) Plan | Therapy Brands Thrive | $31,585,777 | 665 | $18,943 |
| Shipley Energy 401k Retirement Plan | Shipley Energy | $30,550,959 | 494 | $0 |
| ITA International LLC 401(k) Plan | ITA International | $23,457,882 | 251 | $44,587 |
| 1ST Advantage Federal Credit Union 401k Plan and Trust | 1ST Advantage Federal Credit Union | $21,189,225 | 267 | $50,448 |
| RRMM Architects, P. C. 401(k) Plan | RRMM Architects | $19,295,271 | 164 | not reported |
| The National Service Office 401k Planrecordkeeper | Nurse-family Partnership | $18,434,827 | 182 | $39,110 |
| Divaris Real Estate, Inc. 401(k) Plan | Divaris Real Estate | $14,895,459 | 194 | $0 |
| Allego Inc 401(k) Profit Sharing Plan and Trust | Allego | $14,639,217 | 166 | $0 |
| Thor Solutions, LLC 401(k) Plan | Thor Solutions | $7,931,175 | 201 | $23,654 |
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.