Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASCENDANT CONSULTING LLC
EIN 36-4577348management consultingLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
P.O. BOX 341 - RIDGEFIELD, CT 06877203-438-7236davidafields.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASCENDANT CONSULTING CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASCENDANT CONSULTING 401(K) PROFIT SHARING PLAN
401k
Assets$919K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASCENDANT CONSULTING CASH BALANCE PLAN | CashBalance | $2.4M | 3 | 2025 | |
| 001 | ASCENDANT CONSULTING 401(K) PROFIT SHARING PLAN | 401k | $919K | 3 | 2025 |
Retirement plans