# Future Research, LLC 401(k) Plan
Source: https://planprovider.pro/companies/future-research-inc-401k-plan

> Future Research, LLC's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pension-assurance-llp) — 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|—|—|

## Similar Plans

- [Tahoe Truckee Disposal Co., INC.](https://planprovider.pro/companies/tahoe-truckee-disposal-co-inc-401k-plan) — 132 participants

- [Anonymous Content, LLC](https://planprovider.pro/companies/anonymous-content-llc-401k-plan) — 138 participants

- [Happy Money, INC.](https://planprovider.pro/companies/happy-money-inc-401k-plan) — 125 participants

- [Apoyo Financiero, INC.](https://planprovider.pro/companies/apoyo-financiero-inc-plan-001) — 122 participants

- [U.S. Pole Company, INC.](https://planprovider.pro/companies/u-s-pole-company-inc-401k-plan) — 143 participants

- [Grover Landscape Services, INC.](https://planprovider.pro/companies/grover-landscape-services-inc-401k-plan) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/future-research-inc-401k-plan)

© 2026 PlanProvider.Pro