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Futureplan Fiduciary Services, LLC

Matched across 3 name variants in the filings

Market position · 2024

Plans served8-3 YoYRank #1634 of mapped providers
Assets under administration$38M0.0%Share of filed assets - rank #10671
Fees received$123,002Median $12,944/planSum across Schedule C direct + indirect
Net wins YoY-33 won - 6 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

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Large plans that name Futureplan Fiduciary Services as recordkeeper and list their funds in their filing.

Plans
2
$7.2M in funds
In collective trusts
0%
average plan
In Futureplan Fiduciary Services funds
0%
average plan
In index funds
65%
average plan

Top managers in these lineups

ManagerPlans
State Street (SSgA)1
Vanguard1
Transamerica (Aegon)1
JPMorgan1
MFS (Sun Life)1

Target-date series

SeriesPlans
SSgA Target Retirement1
Transamerica Target Retirement1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.