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  2. Ascend Tax and Business Advisors LLP

Filings through Oct 24, 2026.

Ascend Tax and Business Advisors LLP

EIN 92-0691097-financial services-Latest filing 2025
Plans
1
Retirement
1
$14.8M assets
Health & Benefits
0
Participants
66
27001 AGOURA ROAD, SUITE 280 - CALABASAS, CA 91301818-914-7124ascendadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$14.8M - 66 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ASCEND ADVISORS 401(K) PLAN

401(k)

Assets$14.8M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ASCEND ADVISORS 401(K) PLAN401(k)$14.8M662025
  • ASCEND ADVISORS 401(K) PLAN$14.8M
    #001 · 401(k) · 202566
Retirement plans
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