Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Futureplan by Ascensus
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.
For plan year 2024, 579 retirement plans with 100 or more participants reported paying Futureplan by Ascensus $5,000 or more. Those plans cover 321,788 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $9.5M. Per plan, the median was $27.90 per participant, with the middle half of plans between $13.28 and $51.25. 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 (110), Georgia (66) and Minnesota (29).
In 2018 it appeared on 46 such filings; in 2024, 582. 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 | $13.28 | $27.90 | $51.25 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.13% |
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 |
|---|---|---|---|---|---|
| Southwire Company Hourly Pension Plan | Southwire Company, LLC | GA | 6,136 | $145M | $303K |
| Positive Behavior Supports Corporation 401(k) Profit Sharing Plan and Trust | Positive Behavior Supports Corporation | FL | 5,581 | $26.3M | $38K |
| Octapharma Plasma, Inc. 401 K Plan | Octapharma Plasma, Inc. | NC | 5,370 | $106M | $13K |
| Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan | Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan | CA | 4,403 | $171M | $59K |
| Nana Regional Corporation, Inc. Compensation Deferral Plan | Nana Regional Corporation, Inc. | AK | 4,345 | $199M | $20K |
| Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan | Lewis Brisbois Bisgaard & Smith LLP | CA | 4,089 | $301M | $55K |
| Sunstates Security Retirement Savings Plan | Sunstates Security, LLC | NC | 3,935 | $6.8M | $30K |
| TRC Staffing Services, Inc. 401(k) Plan | TRC Staffing Services, Inc. | GA | 3,698 | $9.1M | $2,425 |
| Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan | Southeast Georgia Health System, Inc. | GA | 3,612 | $204M | $17K |
| Women's Care 401(k) Plan | Physician Business Services, LLC | FL | 3,315 | $243M | $5,350 |
| The Employees' Profit-Sharing Plan of Utility Trailer Manufacturing Company and Affiliated Companies | Utility Trailer Manufacturing Company, LLC | CA | 3,225 | $444M | $32K |
| Revere Health 401(k) Profit Sharing Plan | Revere Health | UT | 2,973 | $255M | $17K |
| Beacon Specialized Living 401(k) Plan | Beacon Specialized Living Services, Inc. | MI | 2,964 | $15.7M | $31K |
| Specialty Dental Brands 401(k) Plan | Vardiman Black Holdings, LLC DBA Specialty Dental Brands | TN | 2,855 | $71.1M | $69K |
| Parametrix, Inc. 401(k) and Profit Sharing Plan | Parametrix, Inc. | WA | 2,855 | $124M | $2,075 |
| Athens Services 401(k) Profit Sharing Plan | Athens Services | CA | 2,672 | $122M | $57K |
| Life-Science Innovations and Affiliates Retirement Plan | Life-Science Innovations, LLC | MN | 2,654 | $104M | $63K |
| The Sycuan Band of the Kumeyaay Nation 401(k) Retirement Savings Plan | The Sycuan Band of the Kumeyaay Nation | CA | 2,471 | $106M | $39K |
| Axos Financial, Inc. 401(k) Plan | Axos Financial, Inc. | CA | 2,441 | $127M | $6,045 |
| The Car Group 401(k) Plan | Norm Reeves, Inc. | CA | 2,385 | $58.1M | $25K |
| Pipeline Health System 401(k) Plan | Pipeline Health System Holdings, LLC | CA | 2,384 | $75.7M | $56K |
| Safebuilt 401(k) Plan | Safebuilt, LLC | CO | 2,338 | $84.7M | $39K |
| Tri Star Services, LLC 401(k) Plan | Tri Star Services, LLC | TN | 2,314 | $25.0M | $25K |
| Pepsi-Cola Bottlers Standing-In-The-Future 401(k) Multiple Employer Plan | Pepsi-Cola Bottlers Standing-In-The-Future 401(k) Multiple Employer | MD | 2,313 | $125M | $111K |
| Duravant 401(k) Plan | Duravant LLC | IL | 2,302 | $163M | $350 |
| Esler Companies 401(k) Plan | Esler Companies, LLC | RI | 2,234 | $85.0M | $90K |
| Cora Health Services Retirement Salary Savings Plan | Cora Health Services, Inc. | OH | 2,183 | $36.4M | $104K |
| Quality Family 401(k) Plan | All Care Plus, Inc. | TN | 2,160 | $5.6M | $4,125 |
| Living Your Best Retirement Life 401(k) Plan | Kadiant, LLC | NJ | 2,159 | $9.9M | $23K |
| SMX 401(k) Plan | Smartronix, LLC | MD | 2,149 | $170M | $327 |
| Seer Group 401(k) Plan | The Seer Group LLC | WA | 2,099 | $47.5M | $5,877 |
| WSS 401(k) Plan | Eurostar, Inc. | CA | 2,031 | $16.8M | $57K |
| Mindpath Health Retirement Plan | Community Psychiatry Management, LLC | CA | 2,014 | $64.5M | $100K |
| Symplr 401(k) Plan and Trust | Vendor Credentialing Service, LLC d/b/a Symplr | TX | 1,882 | $144M | $67K |
| Bellevue University Defined Contribution Retirement Plan | Bellevue University | NE | 1,878 | $91.0M | $25K |
| Diversified Restaurant Group, LLC 401(k) Plan | Diversified Restaurant Group, LLC | NV | 1,842 | $5.1M | $6,795 |
| United Digestive 401(k) Plan | Atlanta Gastroenterology Associates | GA | 1,781 | $91.3M | $30K |
| Jim Ellis Atlanta, Inc. 401(k) Plan | Jim Ellis Atlanta, Inc. | GA | 1,758 | $62.4M | $55K |
| Trans-West, Inc. 401(k) Savings Plan | Trans-West, Inc. | CO | 1,756 | $91.7M | $13K |
| Aspiranet 403(b) Plan | Aspiranet | CA | 1,720 | $18.0M | $35K |
Questions and answers
How many plans does Futureplan by Ascensus serve?
579 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 Futureplan by Ascensus?
The median plan reported $27.90 per participant in direct and indirect compensation (569 plans reporting an amount), or 0.06% 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 Contract Administrator (292 plans), Recordkeeping and information management (167 plans), Participant loan processing (130 plans) and Other services (104 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.