Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Ascensus LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Ascensus LLC is named as a service provider on the Schedule C of 1,139 retirement plans with 100 or more participants for plan year 2024, covering 592,267 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $35.6M. Per plan, the median was $56.09 per participant, with the middle half of plans between $20.81 and $96.00. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (106), North Carolina (79) and Texas (67).
In 2009 it appeared on 1,350 such filings; in 2024, 1,149 (down 15%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $20.81 | $56.09 | $96.00 |
| Compensation as a share of plan net assets | 0.05% | 0.13% | 0.28% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Greystar 401(k) Plan | Greystar Management Services, LLC. | TX | 37,076 | $757M | $1.9M |
| Northeast Georgia Health System, Inc. 401(k) Retirement Savings Plan | Northeast Georgia Health System, Inc. | GA | 14,317 | $847M | $797K |
| Southwest Foodservice Excellence 401(k) Plan | Sfe Intermediate Holdco, LLC. | AZ | 10,239 | $12.5M | $262K |
| Thekey 401(k) Plan | Thekey | CA | 10,079 | $32.3M | $137K |
| Koch Meat Co., Inc. 401(k) Plan | Koch Foods, Inc. | IL | 7,385 | $102M | $230K |
| Mutual of Omaha 401(k) Retirement Savings Plan | Mutual of Omaha Insurance Company | NE | 7,166 | $1.02B | $538K |
| Staffing Partners Holdings 401(k) Plan | Staffing Partners Holdings | CA | 6,359 | $19.3M | $85K |
| Imagine Schools, Inc. 401(k) Retirement Savings | Imagine Schools, Inc. | VA | 4,588 | $111M | $123K |
| CPC Logistics, Inc. Employees 401(k) Retirement Plan | CPC Logistics, Inc. | MO | 4,317 | $82.7M | $9,775 |
| Prairie Farms Dairy 401(k) Plan | Prairie Farms Dairy, Inc. | IL | 4,101 | $39.0M | $102K |
| Prairie Farms Dairy 401(k) Plan | Prairie Farms Dairy, Inc. | IL | 4,101 | $39.0M | $102K |
| WRP Conglomerate Retirement Savings Plan | Standard Retirement Services, Inc. | OR | 3,941 | $139M | $1,330 |
| Heritage Valley Health System 403(b) Plan | Valley Medical Facilities, Inc. | PA | 3,938 | $372M | $344K |
| MCR 401(k) Plan | MCR Investors LLC | TX | 3,898 | $29.0M | $90K |
| Nash Johnson & Sons' SVGS & Ret Plan | Nash Johnson & Sons' Farm, Inc. | NC | 3,771 | $56.9M | $214K |
| Advanced Technology Services, Inc. 401(k) PSP | Advanced Technology Services, Inc. | IL | 3,305 | $205M | $217K |
| Employees' Stock Ownership Plan of Cenlar Capital Corporation | Cenlar Capital Corporation | NJ | 3,226 | $68.7M | $8,511 |
| AFL Telecommunications, LLC Savings and Incentive Plan | AFL Telecommunications, LLC | SC | 3,054 | $179M | $105K |
| Brightpath 401(k) Plan | Edukids, Inc. | NY | 2,727 | $14.1M | $52K |
| Oto Development 401(k) Plan | Oto Development, LLC | SC | 2,703 | $34.6M | $83K |
| Resource Center for Independent Living, Inc. Retirement Plan and Trust | Resource Center for Independent Living, Inc. | NY | 2,661 | $23.7M | $23K |
| Northview Hotels & Resorts 401(k) Plan | Northview Hotels & Resorts, LLC | CT | 2,623 | $21.2M | $89K |
| Mativ Holdings, Inc. Pension Plan | Mativ Holdings, Inc. | GA | 2,614 | $342M | $121K |
| Arhaus, LLC 401(k) Plan | Arhaus, LLC | OH | 2,517 | $68.3M | $81K |
| The Sycuan Band of the Kumeyaay Nation 401(k) Retirement Savings Plan | The Sycuan Band of the Kumeyaay Nation | CA | 2,471 | $106M | $49K |
| Tuckahoe Holdings 401(k) Plan | Tuckahoe Holdings, LLC | VA | 2,394 | $33.9M | $95K |
| Arrow Senior Living Management, LLC 401(k) Plan | Arrow Senior Living Management, LLC | MO | 2,362 | $9.2M | $25K |
| Country Meadows 401(k) Retirement Plan | George M. Leader Family Corporation | PA | 2,344 | $40.5M | $19K |
| Beaver Sports 401(k) Plan | Beaver Sports Properties, Inc. | NC | 2,343 | $8.2M | $13 |
| Bayview Asset Management LLC 401(k) Plan | Bayview Asset Management LLC | FL | 2,282 | $230M | $169K |
| Worldwide Golf Shops LLC 401(k) Plan | Worldwide Golf Shops LLC | CA | 2,151 | $38.1M | $19K |
| Thorlabs, Inc. 401(k) Retirement Plan | Thorlabs, Inc. | NJ | 2,144 | $150M | $147K |
| Inoac USA 401(k) Savings Plan | Inoac USA, Inc. | KY | 2,122 | $89.2M | $149K |
| Broad River Rehabilitation 401(k) Plan | Broad River Rehabilitation, LLC | NC | 2,114 | $13.5M | $14K |
| Profit Sharing Plan and Trust McKibbon Hospitality | McKibbon Hotel Management, Inc. | FL | 2,094 | $35.1M | $79K |
| KW Property Managem LLC 401(k) Profit Sharing Plan & Tru | KW Property Management LLC | FL | 2,048 | $25.3M | $4,857 |
| Alternate Solutions Healthcare System, Inc. 401(k) | Alternate Solutions Health Network, LLC | OH | 2,046 | $47.6M | $66K |
| Gothic Landscaping, Inc. 401(k) Retirement Savings Plan | Gothic Landscaping, Inc. | CA | 2,037 | $14.8M | $11K |
| The Knapheide Manufacturing Company 401(k) Cash Deferred Plan | The Knapheide Manufacturing Company | IL | 2,026 | $175M | $249K |
| Schnellecke Logistics USA, LLC 401(k) Plan | Schnellecke Logistics USA, LLC | TN | 1,998 | $7.5M | $30K |
Questions and answers
How many plans does Ascensus LLC serve?
1,139 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Ascensus LLC?
The median plan reported $56.09 per participant in direct and indirect compensation (1,118 plans reporting an amount), or 0.13% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (897 plans), Participant loan processing (669 plans), Other services (61 plans) and Contract Administrator (42 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.