Ascensus/Futureplan — 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, Ascensus/Futureplan is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,759 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$5.8KDirect + indirect, across loaded filings$5,759
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$5.8K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation68%Myhre Investments, LLC
Top state share of plans50%CA
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Ascensus/Futureplan. Bars show relative scale.

  1. 1
    MN · 1 plan(s)
  2. 2
    CA · 1 plan(s)
Geographic reach

State footprint

Where Ascensus/Futureplan appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA1 plan(s)
  2. 2
    MN1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Ascensus/Futureplan are sponsored, by plan count.

  1. 1
    Fullerton, CA1 plan(s)
  2. 2
    St. Paul, MN1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Myhre Investments, LLC, MN · Direct $3.9K · 2023
  2. 2
    Pulmuone Foods Usa, Inc., CA · Direct $1.9K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Ascensus/Futureplan?
Public Form 5500 Schedule C filings report compensation paid to Ascensus/Futureplan as a plan service provider. Across loaded filings, total reported compensation is $5,759.
How many plans report Ascensus/Futureplan as a service provider?
Ascensus/Futureplan appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages