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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,625 |
3 funds hold $5.8M of the plan's $6.0M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments Pooled separate accounts, at fair value Manager not matched · Separate account | $2.8M | 47.9% |
| Investments At Contract Value Guaranteed Investment Contract Manager not matched · Insurance contract | $2.5M | 43.5% |
| Contributions receivable Manager not matched · Other | $497K | 8.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.