How big is Future Research, LLC's plan?

Future Research, LLC's plan reported $4.0M in assets and 132 participants for 2024.

Original filing (PDF)20250909120819NAL0020223537001

Future Research, LLC

Name: Future Research, LLC — Future Research, Inc. 401(k), Form 5500 (2024)
Creator: Future Research, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Future Research, Inc. 401(k) Plan

401(k) retirement plan · Future Research, LLC's Future Research, Inc. 401(k) Plan held $4.0M in plan assets for 132 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributions36% in single holding~83 bps in Sched C fees

Active participants

132

Accounts w/ balance

182

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

John Adanna signed Future Research, LLC's 2024 Form 5500 as plan administrator.

John Adanna — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Future Research, LLC's EIN is 82-1625702.

EIN 82-1625702

Plan number 001

Plan year 2024

ACK ID 20250909120819NAL0020223537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Future Research, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Future Research, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FUTURE RESEARCH, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 35K (3% of contributions).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

FUTURE RESEARCH, LLC

EIN

all filings

Address

44 MONTGOMERY STREET · STE 3060 · SAN FRANCISCO, CA · 94104

Phone

(323) 601-8166

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—

Investments

27 direct securities· $4.0M(100% of reported assets)

Mutual Funds

$3.4M

19 holdings

Common Collective Trusts

$495K

2 holdings

Other securities

$86K

5 holdings

Bonds / Notes

$11K

1 holding

					% of plan
Fidelity Freedom Index 2055 Institutional Premium Mutual Fund	Mutual Funds	—	—	$1.4M	36.0%
Fidelity Freedom Index 2060 Institutional Premium Mutual Fund	Mutual Funds	—	—	$863K	21.5%
Fidelity Freedom Index 2050 Institutional Premium Mutual Fund	Mutual Funds	—	—	$380K	9.5%
Fidelity Freedom Index 2045 Institutional Premium Mutual Fund	Mutual Funds	—	—	$377K	9.4%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$359K	8.9%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$136K	3.4%
Fidelity Large Cap Growth Index Mutual Fund	Mutual Funds	—	—	$102K	2.5%
Blackrock Sustainable Advantage Large Cap Core K Mutual Fund	Other securities	—	—	$75K	1.9%
Fidelity Freedom Index 2035 Institutional Premium Mutual Fund ** 52 Fidelity Freedom Index 2040 Institutional Premium Mutual Fund	Mutual Funds	—	—	$67K	1.7%
Fidelity Freedom Index 2065 Institutional Premium Mutual Fund	Mutual Funds	—	—	$67K	1.7%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$30K	0.7%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$24K	0.6%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$20K	0.5%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$17K	0.4%
Fidelity Real Estate Index Mutual Fund	Mutual Funds	—	—	$12K	0.3%
Participant Loans to participants bearing interest from 8.75% to 9.50%	Bonds / Notes	—	—	$11K	0.3%
JPMorgan International Equity R6 Mutual Fund	Other securities	—	—	$4K	0.1%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$4K	0.1%
American Funds Inflation Linked BD R6 Mutual Fund	Mutual Funds	—	—	$4K	0.1%
American Funds Bond Fund of America R6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Blackrock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$3K	<0.1%
EI Fixed Account - Series Class VI Fully Benefit-Responsive Investment Contract	Other securities	—	—	$3K	<0.1%
Fidelity Freedom Index Income Fund - Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$1K	<0.1%
DFA U.S. Small Cap Growth Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%