Futureplan Fiduciary Services, LLC — 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 Fiduciary Services, LLC is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $272,431 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$272.4KDirect + indirect, across loaded filings$272,431
Plans served8
Plan sponsors8
Filings8
Direct vs. indirect compensation
Direct compensation$272.4K
Indirect compensation$0

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 compensation53%Civitas Senior Healthcare LLC
Top state share of plans63%TX
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Futureplan Fiduciary Services, LLC. Bars show relative scale.

  1. 1
    TX · 1 plan(s)
  2. 2
    MI · 1 plan(s)
  3. 3
  4. 4
    TX · 1 plan(s)
  5. 5
    CA · 1 plan(s)
  6. 6
    TX · 1 plan(s)
  7. 7
    TX · 1 plan(s)
  8. 8
    TX · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Futureplan Fiduciary Services, LLC are sponsored, by plan count.

  1. 1
    TX5 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    MI1 plan(s)
  4. 4
    NY1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Civitas Senior Healthcare LLCCivitas Senior Healthcare 401k Plan2023$145,641$0
Roco ManagementRoco Management 401k Plan2023$56,271$0
Sunlight Financial Holdings, Inc.Sunlight Financial Holdings, Inc. 401(K) Retirement Plan2023$17,828$0
Pac-Mac Holdings, Inc.Pac-Mac Holdings, Inc. 401(K) Plan2023$15,938$0
Nick Alexander Imports, Inc.Nick Alexander Imports 401(K) Plan2023$15,201$0
Csl Azle 2016 LLCCsl Azle 2016 LLC 401k Plan2023$10,734$0
Csl Sachse 2017, LLCCsl Sachse 2017, LLC 401(K) Plan2023$10,718$0
Fat Quarter Shop LLCFat Quarter Shop LLC 401k Profit Sharing Plan2023$100$0

Related Form 5500 pages