ASCENSUS LLC

Ascensus LLC at a glance

Ascensus LLC appears on 2,260 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $75.9B in assets for 1,359,109 participants. The median client plan holds $13.6M. Most client plans are sponsored in CA, GA and IL. The largest clients by plan assets are Ohio Operating Engineers Pension Plan, National Roofing Industry Pension Fund Wilson-McShane Corporation and Board of Trustees - Indiana Laborers Pension Fund. Plans reported $56.5M in direct and indirect compensation paid to Ascensus LLC, a median of $13K per plan.

Participants

1,359,109

Median plan assets

$13.6M

Median plan participants

279

Median fees per plan

$13K

Schedule C direct + indirect

Frequently asked questions

Who uses Ascensus LLC?

2,260 retirement plans list Ascensus LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ohio Operating Engineers Pension Plan, National Roofing Industry Pension Fund Wilson-McShane Corporation, Board of Trustees - Indiana Laborers Pension Fund, Kohler Co. & Subsidiaries and Sutter Medical Group, Inc.. Most client plans are sponsored in CA, GA and IL.

How many plans does Ascensus LLC serve?

Ascensus LLC serves 2,260 retirement plans with $75.9B in plan assets and 1,359,109 participants, based on the latest Form 5500 filings through 2024.

What does Ascensus LLC charge?

Plans reported $56.5M in total Schedule C compensation paid to Ascensus LLC. The median plan paid $13K. Fees vary with plan size and the services each plan buys.