Ascensus Holdints DBA Futureplan AD

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

104

Total plan assets

$4.5M

Filings (rows)

Direct comp

$354

Indirect comp

SERVICES PROVIDED

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newton Montessori School Inc. DBA Wellan Montess Wellan Montessori School 403(b) Plan · all filings	NEWTON, MA	Recordkeeper	104	$4.5M	$354	$0