ASCENSUS LLC
385 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2,275-56 YoYRank #12 of mapped providers
Assets under administration$71.9B0.1%Market share · rank #202
Fees received$56MMedian $12,927/planSum across Schedule C direct + indirect
Net wins YoY-42414 won · 456 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ASCENSUS LLC plan look like?
Service mix · median fees per plan
Count of plans where ASCENSUS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Consulting (general); Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1,139 | $15,864 | |
Sub-transfer agency fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract AdministratorCode 13 | 535 | $8,755 | |
Other services; Other insurance wrap feesCode 49 | 221 | $5,658 | |
Other feesCode 99 | 63 | $4,651 | |
Legal; Direct payment from the planCode 29 | 61 | $19,023 | |
Other investment fees and expenses; Investment advisory (plan)Code 27 | 47 | $33,229 | |
Recordkeeping fees; Other feesCode 64 | 41 | $7,309 | |
Sub-transfer agency fees; Participant loan processing; Recordkeeping fees; Other fees; Direct payment from the planCode 37 | 31 | $12,051 |
Competitor overlap
Percent of ASCENSUS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ASCENSUS LLC.
| Sponsor | From | Assets |
|---|---|---|
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | GEIGER BROTHERS INC. | $3.6B |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUNDMA · 043002474-002 | IRON MOUNTAIN | $725M |
SW OH REGIONAL COUNCIL OF CARPENTERSMI · 316127287-001 | BENESYS, INC. | $421M |
SUNRUN INC.CA · 262841711-001 | LPL FINANCIAL | $366M |
TOYODA GOSEI NORTH AMERICA CORP.MI · 383467216-001 | ADP BROKER-DEALER | $349M |
BRADY CORPORATIONWI · 390178960-003 | FRANCIS INVESTMENT COUNCIL | $342M |
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | (new plan) | $281M |
MICHELS CORPORATIONWI · 390970311-002 | PRINCIPAL LIFE INSURANCE COMPANY | $276M |
REVERE HEALTHUT · 870281028-002 | ONEDIGITAL INVESTMENT ADVISORS LLC | $255M |
NANA REGIONAL CORPORATION, INC.AK · 920042024-333 | LINCOLN NATIONAL CORPORATION | $199M |
Plans lost in 2024
Appeared last year under ASCENSUS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BAYSTATE HEALTH, INCMA · 042105941-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.2B |
GEISINGER SYSTEM SERVICESPA · 232164794-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $937M |
MARQUETTE UNIVERSITYWI · 390806251-001 | COLEMAN & WILLIAMS, LTD. | $865M |
ASPIRUS, INC.WI · 391328331-005 | FRANCIS INVESTMENT COUNCIL | $795M |
ASCENSUS, LLC.PA · 113665754-001 | DODGE & COX | $538M |
CARGILL, INCORPORATEDMN · 410177680-013 | NEPC, LLC | $505M |
RGB SYSTEMS, INC. DBA EXTRON ELECTRONICSCA · 330107486-001 | WRIGHT FORD YOUNG & CO | $324M |
ZAYO GROUP HOLDINGS, INC.CO · 261398293-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $317M |
ERESEARCH TECHNOLOGY, INC.PA · 223264604-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $283M |
REINHART BOERNER VAN DEUREN, S.C.WI · 391126909-001 | FRANCIS INVESTMENT COUNCIL | $279M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $88,432 | 1y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $41,668 | 3y | - |
KOHLER CO. & SUBSIDIARIESWI · 390402810-004 | $1.7B | 23,486 | $28,026 | 9y | - |
SUTTER MEDICAL GROUP, INC.CA · 680002401-004 | $1.0B | 1,539 | $242,610 | 7y | 2 |
MUTUAL OF OMAHA INSURANCE COMPANYNE · 470246511-006 | $1.0B | 7,166 | $538,433 | 6y | - |
NORTHEAST GEORGIA HEALTH SYSTEM, INC.GA · 581694090-002 | $847M | 14,317 | $796,631 | 4y | 1 |
GREYSTAR MANAGEMENT SERVICES, LLC.TX · 363858273-001 | $757M | 37,076 | $2M | 10y | 1 |
FEDERATED MUTUAL INSURANCE COMPANYMN · 410417460-002 | $755M | 3,636 | $88,099 | 2y | 1 |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUNDMA · 043002474-002 | $725M | 6,298 | $45,833 | 1y | 1 |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $45,215 | 4y | - |
Flag exposure
82.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (385)
Raw Schedule C names collapsed into ASCENSUS LLC.
- AASCENSUS INC
- ACCESS RETIREMENT SERVICES
- ACCESS RETIREMENT SERVICES LLC
- ACCESS RETIREMENT SERVICES, LLC
- ACCESS RETIREMENT SERVICES,LLC
- ACENSUS
- ACENSUS C/O FUTURE PLAN
- ACENSUS HOLDINGS INC. DBA FUTUREPLA
- ACENSUS INC
- ACENSUS LLC
- ADMIN PARTNERS
- ADMIN PARTNERS LLC
- ADMIN PARTNERS, INC.
- ADMIN PARTNERS, LLC
- ANUVU OPERATIONS LLC
- ASCENDUS
- ASCENSU
- ASCENSUS
- ASCENSUS (FORMERLY PENSYS, INC.)
- ASCENSUS - GSRP
- ASCENSUS - PRINCIPAL
- ASCENSUS - TYMC
- ASCENSUS 11-3665754
- ASCENSUS BY FUTUREPLAN
- ASCENSUS C/O FUTRE PLAN
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ASCENSUS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 82 | 3.60% | 7.76% | -4.16 pp |
| Fidelity bond gap | 132 | 5.80% | 26.94% | -21.14 pp |
| Late contributions | 583 | 25.63% | 1.71% | +23.91 pp |
| Failed to provide benefit | 5 | 0.22% | 0.14% | +0.08 pp |
| Corrective distributions | 412 | 18.11% | 1.76% | +16.35 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ASCENSUS LLC. Compare to the incumbent market share (3.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-3.4 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).