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ASCENT CFO SOLUTION, LLC

EIN 45-3731143-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
42
1035 PEARL STREET, SUITE 407 - BOULDER, CO 80302303-503-1000ascentcfo.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 42 part

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Retirement#001

ASCENT CFO 401(K) PLAN

401k

Assets$1.4M
Participants42
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASCENT CFO 401(K) PLAN401k$1.4M422025
Retirement plans
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