Futureplan By Ascensus — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Futureplan By Ascensus is reported as a service provider on 269 loaded Form 5500 filing(s) across 262 plan sponsor(s) and 266 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,172,781 and reported indirect compensation totals $197,435.
Reported compensation summary
- Reported direct compensation
- $3,172,781
- Reported indirect compensation
- $197,435
- Total reported compensation
- $3,370,216
- Filings
- 269
- Plan sponsors
- 262
- Plans
- 266
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| 1st Source Corporation | IN | 1 | $159,845 |
| Worksmart Systems, Inc. | IN | 1 | $124,859 |
| Welch Packaging Group, Inc. | IN | 1 | $120,203 |
| Pipeline Health System, LLC | CA | 1 | $85,155 |
| First Financial Corporation | IN | 2 | $83,265 |
| Arctic Glacier U.S.A., Inc. | PA | 1 | $67,303 |
| The Health Federation Of Philadelphia | PA | 1 | $67,271 |
| Bank Independent | AL | 2 | $65,804 |
| Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan | CA | 1 | $64,853 |
| Jim Ellis Atlanta, Inc. | GA | 1 | $64,446 |
State footprint
Plans reporting Futureplan By Ascensus are sponsored in CA (55), GA (51), TN (17), IN (11), MN (10), CO (9), SC (9), FL (9), IL (8), PA (7), MD (6), NE (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| 1st Source Corporation | 1st Source Corporation Employee Stock Ownership And Profit Sharing Plan | 2023 | $159,845 | not reported in the loaded dataset |
| Worksmart Systems, Inc. | Worksmart Systems, Inc. 401(K)Profit Sharing Plan And Trust | 2023 | $124,859 | $0 |
| Welch Packaging Group, Inc. | Welch Packaging Group, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $120,203 | not reported in the loaded dataset |
| Pipeline Health System, LLC | Pipeline Health System 401(K) Plan | 2023 | $84,840 | $315 |
| First Financial Corporation | First Financial Corporation Employees' Pension Plan | 2023 | $83,265 | not reported in the loaded dataset |
| Arctic Glacier U.S.A., Inc. | Arctic Glacier U. S. A. , Inc. Savings And Retirement Plan | 2023 | $67,190 | $113 |
| The Health Federation Of Philadelphia | The Health Federation Of Philadelphia 403(B) Plan | 2023 | $67,271 | not reported in the loaded dataset |
| Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan | Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan | 2023 | $64,210 | $643 |
| Jim Ellis Atlanta, Inc. | Jim Ellis Atlanta, Inc. 401(K) Plan | 2023 | $64,294 | $152 |
| Eurostar, Inc. | Wss 401(K) Plan | 2023 | $61,904 | $42 |
| Bass Medical Group, Inc. | Bass Cash Balance Plan | 2023 | $60,018 | not reported in the loaded dataset |
| Bank Independent | Bank Independent Pension Plan | 2023 | $57,015 | not reported in the loaded dataset |
| 3ls, Inc. | 3ls, Inc. 401(K) Plan | 2023 | $55,686 | $79 |
| Fidelis Cybersecurity, Inc. | Fidelis 401(K) Plan | 2023 | $55,414 | $0 |
| Jim Hudson Luxury Cars, Inc. | Jim Hudson Employee Group 401(K) Profit Sharing Plan | 2023 | $42,948 | $10,000 |
| Direct Auction Services, LLC | Direct Auction Services, LLC 401(K) Plan | 2023 | $49,405 | $7 |
| First Financial Bank | First Financial Bank 401(K) Profit Sharing And Employee Stock Ownership Savings Plan | 2023 | $48,993 | not reported in the loaded dataset |
| Union Agener, Inc. | Union Agener, Inc. 401(K) Savings Plan | 2023 | $41,561 | not reported in the loaded dataset |
| Arakelian Enterprises, Inc. Dba Athens Services | Athens Services 401(K) Profit Sharing Plan | 2023 | $39,695 | $404 |
| Genz-Ryan Plumbing & Heating Company | Genz-Ryan Plumbing & Heating Company 401(K) Profit Sharing Plan | 2023 | $38,133 | not reported in the loaded dataset |
| Community Psychiatry Management, LLC | Mindpath Health Retirement Plan | 2023 | $37,681 | $154 |
| Pkf O'Connor Davies, Llp | Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan | 2023 | $34,564 | $1,169 |
| Gibson Area Hospital & Health Services | Gibson Area Hospital & Health Services Employees' 401(K) Plan | 2023 | $33,644 | not reported in the loaded dataset |
| Beacon Specialized Living Services, Inc. | Beacon Specialized Living 401(K) Plan | 2023 | $33,481 | $33 |
| Marietta Dermatology Associates Pa | Marietta Dermatology Associates, P.A. 401-K Profit Sharing Plan | 2023 | $32,532 | not reported in the loaded dataset |
| Agendia, Inc. | Agendia, Inc. 401(K) Profit Sharing Plan | 2023 | $31,220 | not reported in the loaded dataset |
| Chrome Deposit Corporation | Chrome Deposit Corporation 401(K) Plan | 2023 | $30,873 | not reported in the loaded dataset |
| Thomas Concrete Industries, Inc. | Thomas Concrete, Inc. 401(K) Profit Sharing Plan | 2023 | $29,528 | $124 |
| Key Benefit Administrators | Key Family 401k Plan | 2023 | $26,927 | not reported in the loaded dataset |
| Mcabee Construction, Inc. | Mcabee Construction, Inc. Esop | 2023 | $26,859 | not reported in the loaded dataset |
| Delta Apparel, Inc. | Delta Apparel, Inc. Savings And Investment Plan | 2023 | $25,831 | not reported in the loaded dataset |
| The Partner Companies LLC | The Partner Companies 401(K) Plan | 2023 | $24,703 | $70 |
| North Atlanta Primary Care | North Atlanta Primary Care 401(K) Plan | 2023 | $24,476 | not reported in the loaded dataset |
| Repay Management Services LLC | Repay Management Services, LLC 401k Plan | 2023 | $23,939 | $82 |
| Northern Contours, Inc. | Northern Contours, Inc. 401(K) Plan | 2023 | $23,821 | not reported in the loaded dataset |
| Acella Pharmaceuticals, LLC | Acella Pharmaceuticals, LLC 401(K) Profit Sharing | 2023 | $23,447 | $74 |
| New Century Alhambra Automobiles Inc.Dba New Century Bmw | New Century Bmw, Inc. 401(K) Plan | 2023 | $22,229 | not reported in the loaded dataset |
| Positive Behavior Supports Corp | Positive Behavior Supports Corporation 401(K) Profit Sharing Plan And Trust | 2023 | $21,968 | not reported in the loaded dataset |
| Norm Reeves, Inc. | The Car Group 401(K) Plan | 2023 | $0 | $21,919 |
| Fairfax Neonatal Associates, P.C. | Fairfax Neonatal Associates, P.C. 401(K) Profit Sharing Plan | 2023 | $21,791 | not reported in the loaded dataset |
| Tanager Place | Tanager Place Employee 403(B) Retirement Plan | 2023 | $21,597 | not reported in the loaded dataset |
| Coast Professional Inc. | Coast Professional Inc. Profit Sharing Plan | 2023 | $20,659 | $22 |
| David R. Mcgeorge Car Company, Inco | Mcgeorge Car Company, Inc. Retirement Savings Plan | 2023 | $20,118 | not reported in the loaded dataset |
| Hunter'S Ambulance Service, Inc. | Hunter'S Ambulance Service, Inc. Employee Stock Ownership Plan | 2023 | $19,666 | not reported in the loaded dataset |
| First Community Bank Of Tennessee | First Community Bank Of Tennessee Profit Sharing 401(K) Plan And Trust | 2023 | $19,000 | $0 |
| Digestive Healthcare Of Georgia, P.C. | Digestive Healthcare Of Georgia, P.C. 401(K) Profit Sharing Plan | 2023 | $18,694 | not reported in the loaded dataset |
| Centerfield Media Holding Company | Centerfield Media Holding Company 401(K) Profit Sharing Plan | 2023 | $18,600 | $0 |
| Morrison, Ekre & Bart Management Services, Inc. | Morrison, Ekre & Bart Management Services, Inc. 401(K) Plan | 2023 | $18,117 | $0 |
| Donohoe Hospitality Services | Donohoe Hospitality Services 401(K) Plan | 2023 | $17,779 | not reported in the loaded dataset |
| Joerns Healthcare, LLC | Joerns Healthcare LLC Retirement Plan | 2023 | $17,676 | $57 |
Related Form 5500 pages
- 1st Source Corporation Employee Stock Ownership And Profit Sharing Plan (plan 003)
- 1st Source Corporation — all reported plans
- Worksmart Systems, Inc. 401(K)Profit Sharing Plan And Trust (plan 001)
- Worksmart Systems, Inc. — all reported plans
- Welch Packaging Group, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Welch Packaging Group, Inc. — all reported plans
- Pipeline Health System 401(K) Plan (plan 001)
- Pipeline Health System, LLC — all reported plans
- First Financial Corporation Employees' Pension Plan (plan 001)
- First Financial Corporation — all reported plans
- Arctic Glacier U. S. A. , Inc. Savings And Retirement Plan (plan 001)
- Arctic Glacier U.S.A., Inc. — all reported plans
- The Health Federation Of Philadelphia 403(B) Plan (plan 001)
- The Health Federation Of Philadelphia — all reported plans
- Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan (plan 002)
- Agc Of America, Sd Chapter, Inc. 401(K) Profit Sharing Plan — all reported plans
- Jim Ellis Atlanta, Inc. 401(K) Plan (plan 001)
- Jim Ellis Atlanta, Inc. — all reported plans
- Wss 401(K) Plan (plan 002)
- Eurostar, Inc. — all reported plans
- Bass Cash Balance Plan (plan 003)
- Bass Medical Group, Inc. — all reported plans
- Bank Independent Pension Plan (plan 003)
- Bank Independent — all reported plans
- 3ls, Inc. 401(K) Plan (plan 001)
- 3ls, Inc. — all reported plans
- Fidelis 401(K) Plan (plan 002)
- Fidelis Cybersecurity, Inc. — all reported plans
- Jim Hudson Employee Group 401(K) Profit Sharing Plan (plan 001)
- Jim Hudson Luxury Cars, Inc. — all reported plans
- Direct Auction Services, LLC 401(K) Plan (plan 001)
- Direct Auction Services, LLC — all reported plans
- First Financial Bank 401(K) Profit Sharing And Employee Stock Ownership Savings Plan (plan 001)
- First Financial Bank — all reported plans
- Union Agener, Inc. 401(K) Savings Plan (plan 001)
- Union Agener, Inc. — all reported plans
- Athens Services 401(K) Profit Sharing Plan (plan 001)
- Arakelian Enterprises, Inc. Dba Athens Services — all reported plans
- Genz-Ryan Plumbing & Heating Company 401(K) Profit Sharing Plan (plan 001)
- Genz-Ryan Plumbing & Heating Company — all reported plans
- Mindpath Health Retirement Plan (plan 001)
- Community Psychiatry Management, LLC — all reported plans
- Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan (plan 002)
- Pkf O'Connor Davies, Llp — all reported plans
- Gibson Area Hospital & Health Services Employees' 401(K) Plan (plan 003)
- Gibson Area Hospital & Health Services — all reported plans
- Beacon Specialized Living 401(K) Plan (plan 001)
- Beacon Specialized Living Services, Inc. — all reported plans
- Marietta Dermatology Associates, P.A. 401-K Profit Sharing Plan (plan 002)
- Marietta Dermatology Associates Pa — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources