Retirement plan

ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

Name: ASCENDANT MANAGEMENT CORP - ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: ASCENDANT MANAGEMENT CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST, ASCENDANT MANAGEMENT CORP

ASCENDANT MANAGEMENT CORPEIN 04-3326059Plan #001PY 2025

300 BRICKSTONE SQ STE 201 - ANDOVER, MA 018101497617-513-9918

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+34.7% from 2024

Total participants

0.0% from 2024

Average account balance

$750,482

+34.7% from 2024

Annual return

21.63%

+3.76 pp from 2024

Benchmarks

See 310 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort310 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$750K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$73K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$30

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60

$30 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$750,482

$182,823+310.5%

$161,596+364.4%

$198,609+277.9%

Participation rate

100.0%

81.5%+18.5pp

80.7%+19.3pp

82.4%+17.6pp

Annual return

21.63%

484.64%-463.0pp

389.92%-368.3pp

202.70%-181.1pp

Employer contribution / active EE

$42,500

$4,109+934.3%

$3,977+968.8%

$5,055+740.7%

Participant deferral / active EE

$30,238

$7,056+328.5%

$6,750+347.9%

$6,977+333.4%

Admin fee / account holder

$30

$15,687-99.8%

$13,161-99.8%

$19,030-99.8%

ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion