OpenERISA

Ascential Wealth Advisors, LLC

Duluth, MN, 55802

EIN 45-2888543
Plans
3
Total participants
105
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in MinnesotaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Ascential Wealth Advisors, LLC 401(K) Profit Sharing Plan10
2025Form 5500-SF003Ascential Wealth Advisors, LLC Cash Balance Plan7
2024Form 5500-SF001Ascential Wealth Advisors, LLC 401(K) Profit Sharing Plan9
2024Form 5500-SF003Ascential Wealth Advisors, LLC Cash Balance Plan7
2023Form 5500-SF001Ascential Wealth Advisors, LLC 401(K) Profit Sharing Plan10
2023Form 5500-SF003Ascential Wealth Advisors, LLC Cash Balance Plan7
2022Form 5500-SF001Ascential Wealth Advisors, LLC 401(K) Profit Sharing Plan10
2022Form 5500-SF003Ascential Wealth Advisors, LLC Cash Balance Plan8
2021Form 5500-SF001Ascential Wealth Advisors, LLC 401(K) Profit Sharing Plan10
2021Form 5500-SF002Ascential Wealth Advisors, LLC Cash Balance Plan9
2021Form 5500-SF002Ascential Wealth Advisors, LLC Cash Balance Plan0
2020Form 5500-SF001Ascential Wealth Advisors, LLC 401(K) Profit Sharing Plan9
2020Form 5500-SF002Ascential Wealth Advisors, LLC Cash Balance Plan9

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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