Plan Snapshot
- Plan Sponsor: Future Research, LLC
- Sponsor EIN: 821625702
- Sponsor Address: 44 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $4.0M | $0 | $853,674 |
| 2023 | 192 | $3.4M | $0 | $1.2M |
| 2022 | 382 | $2.2M | $0 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $33,504 | — | $33,504 |
| PENSION ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,504
- Estimated Expense Ratio: 0.835% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $33,504 | — | — | — | — |
| 2023 | $27,253 | — | — | — | — |
| 2022 | $9,482 | — | $9,482 | — | — |