Plan Ledger DOL Form 5500 · updated monthly

Ascent, LLC401(k)

ASCENT, LLC 401K PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Ascent, LLC reported $50,126 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,016 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.

Across the 2 years on file its reported administrative ratio rose from 0.22% to 0.30%. 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 647th-largest of 1,393 plans among Missouri employers on file, and 5,969th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 180 to 255 since 2022.

Plan summary
Net assets, end of year$17,767,194
Participants with balances274
Active participants255
Employer contributions$769,166
Employee contributions$1,601,383
Employer contribution per active participant$3,016
Average account balance$64,844
Benefits paid to participants$2,491,848
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 274 accts · $769K emplr
2023$15.5M · 226 accts · $560K emplr
2022$12.2M · 229 accts · $487K emplr
Administrative expenses, itemized · 2024
Investment management$50,126
Total administrative$50,126
The Ascent, LLC 401(k) match · 2024
Employer contribution per active participant$3,016
Median for plans this size$2,416
2024$3,016 per active participant
2023$2,667 per active participant
2022$2,704 per active participant

Ascent, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
BENEFIT PLANS PLUS, LLC · Recordkeeping · Other services$1,650
EDWARD D JONES & COMPANY · Investment advisory (plan)$42,639
EMPOWER ADVISORY GROUP, LLC · Investment management$2,847

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

Recordkeeper by year2
2024BENEFIT PLANS PLUS, LLC
2023BENEFIT PLANS PLUS, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,126 · 0.30%
2023$38,208 · 0.28%
2022$28,012 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Missouri
Fishtech Group, LLC MO$18.5M · 0.80%
Perfect Health, Inc. MO$18.0M · 0.62%
Benson Hill Holdings, Inc MO$17.5M · 0.59%
Bnim Architects Inc. MO$17.2M · 0.35%
Americare Systems, Inc. MO$16.8M · 0.87%
Hoefer Welker, LLC MO$16.7M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202665054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.