Plans listing this provider
305
0.54% of the 56,420 plans with Schedule H financials; 327 in 2023
Providers › Futureplan by Ascensus
Futureplan by Ascensus
- Service provider, as named on Schedule C
- EIN 823719843
- Plan year 2024
- Direct compensation reported $3,503,434
Assets of those plans
$8,997,331,639
0.12% of all Schedule H plan assets
Plans where it is the recordkeeper
144
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$32.64
across 132 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 138 |
| 37 | Participant loan processing | 121 |
| 64 | Recordkeeping fees | 121 |
| 13 | Contract administrator | 100 |
| 49 | Other services | 86 |
| 99 | Other fees | 76 |
| 50 | Direct payment from the plan | 64 |
| 17 | Consulting (pension) | 10 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sutter Medical Group 401(k) Profit Sharing Plan | Sutter Medical Group | $1,049,724,042 | 1,493 | $242,610 |
| ST. Jude Heritage Medical Group 401(k) Profit Sharing Plan | ST. Jude Heritage Medical Group a Medical | $332,724,929 | 410 | $14,391 |
| Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan | Lewis Brisbois Bisgaard & Smith | $301,490,112 | 3,945 | $55,475 |
| Women's Care 401(k) Plan | Physician Business Services | $243,291,827 | 3,121 | $5,350 |
| Nana Regional Corporation, Inc. Compensation Deferral Plan | Nana Regional | $199,420,957 | 3,664 | $19,600 |
| Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan | Lewis Brisbois Bisgaard & Smith | $197,103,062 | 468 | $26,208 |
| AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Planrecordkeeper | AGC of America SD Chapter Inc. 401(k) Profit Sharing Plan | $170,662,607 | 3,706 | $58,525 |
| SMX 401(k) Planrecordkeeper | Smartronix | $169,839,465 | 1,756 | $0 |
| Duravant 401(k) Planrecordkeeper | Duravant | $162,857,810 | 2,233 | $0 |
| Symplr 401(k) Plan and Trust | Vendor Credentialing Service LLC D/B/A Symplr | $143,592,005 | 1,824 | $48,153 |
| Ushio America and Christie Digital Savings and Retirement Plan | Ushio America | $137,883,930 | 763 | $19,640 |
| Axos Financial, Inc. 401(k) Plan | Axos Financial | $127,336,674 | 2,301 | $0 |
| Parametrix, Inc. 401(k) and Profit Sharing Plan | Parametrix | $123,676,199 | 1,124 | $2,075 |
| Athens Services 401(k) Profit Sharing Planrecordkeeper | Athens Services | $121,947,028 | 2,127 | $57,214 |
| Octapharma Plasma, Inc. 401 K Plan | Octapharma Plasma | $106,053,429 | 5,235 | $75 |
| Albireo Energy, LLC 401(k) Plan | Albireo Energy | $98,218,024 | 1,344 | $0 |
| Gulftech Retirement Planrecordkeeper | Gulftech International | $91,042,364 | 555 | $20,050 |
| Curbell, Inc. 401(k) Planrecordkeeper | Curbell | $77,135,865 | 601 | $83,886 |
| Wright-pierce Employees Section 401(k) Profit Sharing Plan | Wright-pierce | $76,856,796 | 413 | $13,504 |
| Polen Capital Management, L. L. C. 401(k) Plan | Polen Capital Management | $76,440,822 | 291 | $3,200 |
| Pipeline Health System 401(k) Planrecordkeeper | Pipeline Health System Holdings | $76,043,024 | 1,346 | $56,010 |
| Benesys, Inc. Employees' 401(k) Plan and Trust | Benesys | $70,125,544 | 849 | $11,073 |
| CTC Americas 401(k) Plan | CTC Americas | $69,548,683 | 1,075 | $2,012 |
| The Walton Electric Membership Corporation 401 K Plan | Walton Electric Membership | $66,521,775 | 285 | $0 |
| Mindpath Health Retirement Planrecordkeeper | Community Psychiatry Management | $64,522,906 | 2,014 | $100,403 |
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.