Ascend Rehab Services retirement plan: assets, participants and fees
What Ascend Rehab Services' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Life Insurance Company | Schedule C ↗ |
| Independent auditor | Windes, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Ascend Rehab Services: employer contribution per participant | $2,163 | |
| Peer median | $1,468 |
| Ascend Rehab Services: average balance | $22,937 | |
| Peer median | $37,786 |
| Ascend Rehab Services: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $565K at the end of plan year 2023 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 212 | $4.7M | $448K | $2,163 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 120 | $565K | $330K | $2,898 | 0.22% | Not published | Form 5500 ↗ |
Other Ascend Rehab Services plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ascend Rehab Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Ascend Rehab 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Windes, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Ascend Rehab Services match 401(k) contributions?
The match terms for the Ascend Rehab Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $448K in employer contributions, about $2,163 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ascend Rehab Services 401(k) match vested?
The vesting schedule for the Ascend Rehab Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ascend Rehab Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Life Insurance Company. The plan administrator is Ascend Rehab Services, Inc..
I left Ascend Rehab Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ascend Rehab Services, Inc., (510) 441-8240) or the recordkeeper, Transamerica Life Insurance Company. The Ascend Rehab Services old 401(k) page lists the contacts from every plan filing. Find an old Ascend Rehab Services 401(k)
Data from the public Form 5500 annual reports Ascend Rehab Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ascend Rehab Services. Not financial advice. Report a correction · Methodology