Ascendhr 401(k) match, vesting and fees

Plan year 2024 filingAscendhr Retirement Savings Plan · Plan 001 · EIN 87-2071253Updated Oct 2026

What Ascendhr's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $308K in employer contributions, about $1,093 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$17,348
Average account balance
411
Participants (end of year)
$4.9M
Plan assets (end of year)
0.65%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorHess, Stewart, & Campbell, PLLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.

Ascendhr: employer contribution per participant$1,093
Peer median$1,495
Ascendhr: average balance$17,348
Peer median$34,563
Ascendhr: admin expenses ÷ assets0.65%
Peer median0.51%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets were $4.9M at the end of plan year 2024.

$4.9M2024
End-of-year figures from each plan year's Form 5500 filing for the Ascendhr plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2024411$4.9M$308K$1,0930.65%Not publishedForm 5500 ↗

Common questions

Does Ascendhr match 401(k) contributions?

The match terms for the Ascendhr Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $308K in employer contributions, about $1,093 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Ascendhr 401(k) match vested?

The vesting schedule for the Ascendhr Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Ascendhr 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Ascendhr, Llc..

I left Ascendhr. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Ascendhr, Llc., (304) 929-5996) or the recordkeeper, Ameritas Life Insurance Corp. The Ascendhr old 401(k) page lists the contacts from every plan filing. Find an old Ascendhr 401(k)

Data from the public Form 5500 annual reports Ascendhr filed with the U.S. Department of Labor (plan years 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 Ascendhr. Not financial advice. Report a correction · Methodology