Plans listing this provider
63
0.11% of the 56,420 plans with Schedule H financials; 71 in 2023
Providers › Futureplan by Ascensus
Futureplan by Ascensus
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $881,407
Assets of those plans
$1,304,554,197
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
18
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$881,407
92% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 38 |
| 15 | Recordkeeping and information management | 17 |
| 37 | Participant loan processing | 9 |
| 64 | Recordkeeping fees | 8 |
| 17 | Consulting (pension) | 8 |
| 14 | Plan administrator | 4 |
| 99 | Other fees | 3 |
| 60 | Sub-transfer agency fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 1ST Source Corporation Employee Stock Ownership and Profit Sharing Planrecordkeeper | 1st Source | $267,994,889 | 1,466 | $143,333 |
| The Adirondack Trust Company Employee Stock Ownership Plan | Adirondack Trust | $77,581,838 | 580 | $7,373 |
| Fairfax Neonatal Associates, P.C. 401(k) Profit Sharing Plan | Fairfax Neonatal Associates | $44,585,587 | 109 | $20,856 |
| Digestive Healthcare of Georgia, P.C. 401(k) Profit Sharing Plan | Digestive Healthcare of Georgia | $43,209,124 | 395 | $21,326 |
| Jim Hudson Employee Group 401(k) Profit Sharing Plan | Jim Hudson Luxury Cars | $40,781,153 | 484 | $51,198 |
| FDH 401(k) Profit Sharing Plan | Fastener Distribution Holdings | $40,200,089 | 677 | $8,599 |
| South Carolina Pediatric Alliance, LLC 401(k) Profit Sharing Planrecordkeeper | South Carolina Pediatric Alliance | $37,624,550 | 333 | $7,800 |
| Graphics-atlanta, LLC 401(k) Profit Sharing Planrecordkeeper | Graphics-atlanta | $37,337,885 | 435 | $26,488 |
| BMSS 401(k) Profit Sharing Plan | BMSS | $35,951,509 | 464 | $13,438 |
| Ever-green Energy, Inc. 401(k) Salary Deferral Retirement Plan - Office & Supervisory | Ever Green Energy | $32,733,275 | 139 | $1,755 |
| HRC Fertility Management, LLC 401(k) Profit Sharing Plan | HRC Fertility Management | $31,921,242 | 297 | $0 |
| Hancock Askew & Co., LLP Employees' Profit Sharing Plan | Hancock Askew | $29,482,725 | 353 | $6,520 |
| Gastroenterology Consultants of Augusta 401(k) Profit Sharing Planrecordkeeper | Gastroenterology Consultants of Augusta | $29,341,760 | 115 | $1,465 |
| Delta Apparel, Inc. Savings and Investment Planrecordkeeper | Delta Apparel | $28,546,556 | 646 | $40,652 |
| Positive Behavior Supports Corporation 401(k) Profit Sharing Plan and Trustrecordkeeper | Positive Behavior Supports | $26,346,868 | 5,290 | $37,716 |
| Marietta Dermatology Associates, P.A. 401-k Profit Sharing Planrecordkeeper | Marietta Dermatology Associates | $25,745,213 | 300 | $21,981 |
| Fred Martin Motor Company 401(k) Profit Sharing Plan & Trust | Fred Martin Motor | $22,660,531 | 292 | $40,023 |
| Malteurop North America Inc. 401(k) Savings Plan | Malteurop North America | $22,207,361 | 178 | $3,278 |
| Porter-starke Services, Inc. 401(k) Profit Sharing Planrecordkeeper | Porter-starke Services | $20,952,027 | 448 | $9,074 |
| Mainline Merion 401(k) Plan | Mainline Investment Partners | $20,494,200 | 188 | $18,752 |
| E4 Services, LLC 401(k) Plan | E4 Services | $19,633,564 | 267 | $11,343 |
| Union Agener, Inc. 401(k) Savings Planrecordkeeper | Union Agener | $19,302,437 | 199 | $30,665 |
| Donohoe Hospitality Services 401(k) Plan | Donohoe Hospitality Services | $18,525,332 | 940 | $13,687 |
| MGC Contractors, Inc. 401(k) Plan | MGC Contractors | $17,841,307 | 371 | $4,260 |
| Myriad360, LLC 401(k) Profit Sharing Plan | Myriad360 | $16,579,606 | 218 | $2,805 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.