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Sponsor portfolio

ASCENT WEALTH PARTNERS, LLC

EIN 45-2910003-investment management-Latest filing 2024
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
13
89 GENESEE STREET - NEW HARTFORD, NY 134132336315-624-7300ascentwealthpartners.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$5.5M - 13 part

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Retirement#001

ASCENT WEALTH PARTNERS, LLC PROFIT SHARING PLAN

401k

Assets$5.5M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASCENT WEALTH PARTNERS, LLC PROFIT SHARING PLAN401k$5.5M132024
Retirement plans
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