Plan Ledger DOL Form 5500 · updated monthly

Ascend Analytics, LLC401(k)

ASCEND ANALYTICS 401(K) PROFIT SHARING PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ascend Analytics, LLC reported $26,535 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,767 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 723rd-largest of 1,461 plans among Colorado employers on file, and 7,405th of 11,654 in professional & technical services. In 2024, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,965,082
Participants with balances195
Active participants145
Employer contributions$691,160
Employee contributions$1,852,524
Employer contribution per active participant$4,767
Average account balance$61,359
Benefits paid to participants$2,360,157
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY & CO
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,535
Total administrative$26,535
The Ascend Analytics, LLC 401(k) match · 2024
Employer contribution per active participant$4,767
Median for plans this size$2,416

Ascend Analytics, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$23,659
HUNTER BENEFITS CONSULTING GROUP IN · Contract administrator · Other services$2,875

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$26,535 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Colorado
Kahuna USA LLC CO$13.2M · 0.55%
Isys Technologies CO$12.7M · 0.17%
Paytech, Inc. CO$12.3M · 0.52%
Automox, Inc. CO$11.8M · 0.29%
Starrez, Inc. CO$11.7M · 0.24%
Swanson Rink, Inc. CO$11.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208214057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.