Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASCENTIAL WEALTH ADVISORS, LLC
EIN 45-2888543investment bankingLatest filing 2025
Plans
2
Retirement
2
$16.3M assets
Welfare
0
Participants
19
11 E SUPERIOR STREET, SUITE 500 - DULUTH, MN 55802218-336-2500LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.3M assets / 19 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#001
ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$15.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$914K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASCENTIAL WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $15.4M | 12 | 2025 | |
| 003 | ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $914K | 7 | 2025 |
Retirement plans