FUTURE PLANNING
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
45
Active participants
14,792
Total plan assets
$787.1M
Filings (rows)
46
Direct comp
$334K
Indirect comp
$81K
Aggregating 2 name variants under "FUTURE PLANNING"
SERVICES PROVIDED
Other25
TPA / Administrator17
Recordkeeper3
Top plans served
Showing top 46 of 45 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN | BRATTLEBORO, VT | Other SERVICE PROVIDER | 689 | $45.7M | $5K |
| COMMUNITY NATIONAL BANK COMMUNITY BANCORP & DESIGNATED SUBSIDIARIES RETIREMENT SAVINGS PLAN | NEWPORT, VT | Other NONE | 116 | $37.7M | $2K |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 300 - UNIT 1 I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN | SOUTH BURLINGTON, VT | Other NONE | 191 | $37.3M | $15K |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN | BRATTLEBORO, VT | Other SERVICE PROVIDER | 683 | $37.2M | $6K |
| COMMUNITY NATIONAL BANK COMMUNITY BANCORP & DESIGNATED SUBSIDIARIES RETIREMENT SAVINGS PLAN | NEWPORT, VT | Other NONE | 114 | $34.3M | $2K |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 300 - UNIT 1 I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN | SOUTH BURLINGTON, VT | Other NONE | 167 | $33.2M | $15K |
| UNION BANK UNION BANK 401(K) PLAN | MORRISVILLE, VT | Other OTHER SERVICES | 188 | $32.1M | $3K |
| ENGELBERTH CONSTRUCTION, INC. ENGELBERTH CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | COLCHESTER, VT | Other OTHER SERVICES | 113 | $31.8M | $0 |
| COMMUNITY NATIONAL BANK COMMUNITY BANCORP & DESIGNATED SUBSIDIARIES RETIREMENT SAVINGS PLAN | NEWPORT, VT | Other NONE | 116 | $30.7M | $2K |
| ENGELBERTH CONSTRUCTION, INC. ENGELBERTH CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | COLCHESTER, VT | Other OTHER SERVICES | 108 | $29.4M | $0 |
| UNION BANK UNION BANK 401(K) PLAN | MORRISVILLE, VT | Other OTHER SERVICES | 193 | $29.1M | $3K |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO, VT | Other SERVICE PROVIDER | 352 | $28.7M | $7K |
| ENGELBERTH CONSTRUCTION, INC. ENGELBERTH CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | COLCHESTER, VT | Other OTHER SERVICES | 114 | $28.5M | $0 |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN | BRATTLEBORO, VT | Other SERVICE PROVIDER | 668 | $27.9M | $10K |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO, VT | Other SERVICE PROVIDER | 396 | $27.1M | $10K |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO, VT | Other SERVICE PROVIDER | 438 | $26.2M | $9K |
| UNION BANK UNION BANK 401(K) PLAN | MORRISVILLE, VT | Other OTHER SERVICES | 192 | $24.8M | $3K |
| FOODSCIENCE, LLC FOODSCIENCE, LLC 401(K) PROFIT SHARING PLAN | WILLISTON, VT | Other CONTRACT ADM | 198 | $20.7M | $14K |
| FOODSCIENCE, LLC FOODSCIENCE, LLC 401(K) PROFIT SHARING PLAN | WILLISTON, VT | Other CONTRACT ADM | 202 | $18.3M | $16K |
| FOODSCIENCE, LLC FOODSCIENCE, LLC 401(K) PROFIT SHARING PLAN | WILLISTON, VT | Other CONTRACT ADM | 230 | $16.0M | $12K |
| GREEN MOUNTAIN ELECTRIC SUPPLY, INC. GREEN MOUNTAIN ELECTRIC SUPPLY, INC. 401(K) PROFIT SHARING PLAN | COLCHESTER, VT | TPA / Administrator TPA | 439 | $15.5M | $6K |
| RICHFORD HEALTH CENTER, INC. RICHFORD HEALTH CENTER, INC. 401(K) PLAN | RICHFORD, VT | Recordkeeper RECORDKEEPER | 196 | $12.6M | $15K |
| LAMOILLE HEALTH PARTNERS, INC. LAMOILLE HEALTH PARTNERS 401(K) PLAN | MORRISVILLE, VT | Other CONTACT ADMINISTRATOR | 229 | $10.4M | $3K |
| RICHFORD HEALTH CENTER, INC. RICHFORD HEALTH CENTER, INC. 401(K) PLAN | RICHFORD, VT | Recordkeeper RECORDKEEPER | 201 | $10.2M | $12K |
| BECKET ACADEMY BECKET ACADEMY 403(B) PLAN | ORFORD, NH | TPA / Administrator THIRD PARTY ADMINISTRATO | 748 | $9.8M | $6K |
| MOUNT PROSPECT ACADEMY MOUNT PROSPECT ACADEMY, INC. 403(B) PLAN | PLYMOUTH, NH | TPA / Administrator THIRD PARTY ADMINISTRTOR | 527 | $9.5M | $5K |
| RICHFORD HEALTH CENTER, INC. RICHFORD HEALTH CENTER, INC. 401(K) PLAN | RICHFORD, VT | Recordkeeper RECORDKEEPER | 155 | $9.1M | $9K |
| BOWL NEW ENGLAND, INC. BOWL NEW ENGLAND, INC. 401(K) PROFIT SHARING PLAN | COLCHESTER, VT | Other NONE | 985 | $8.9M | $21K |
| BOWL NEW ENGLAND, INC. BOWL NEW ENGLAND, INC. 401(K) PROFIT SHARING PLAN | COLCHESTER, VT | Other NONE | 1,093 | $8.8M | $17K |
| MOUNT PROSPECT ACADEMY MOUNT PROSPECT ACADEMY, INC. 403(B) PLAN | PLYMOUTH, NH | TPA / Administrator THIRD PARTY ADMINISTRTOR | 548 | $8.1M | $5K |
| BECKET ACADEMY BECKET ACADEMY 403(B) PLAN | ORFORD, NH | TPA / Administrator THIRD PARTY ADMINISTRATO | 683 | $7.7M | $9K |
| BOWL NEW ENGLAND, INC. BOWL NEW ENGLAND, INC. 401(K) PROFIT SHARING PLAN | COLCHESTER, VT | Other NONE | 960 | $7.5M | $14K |
| LAMOILLE HEALTH PARTNERS, INC. LAMOILLE HEALTH PARTNERS 401(K) PLAN | MORRISVILLE, VT | TPA / Administrator THIRD PARTY ADMINISTRATO | 223 | $7.2M | $0 |
| LAMOILLE HEALTH PARTNERS, INC. LAMOILLE HEALTH PARTNERS 401(K) PLAN | MORRISVILLE, VT | TPA / Administrator CONTRACT ADMIN | 223 | $7.2M | $413 |
| OMEGA ELECTRIC CONSTRUCTION COMPANY, INC. OMEGA ELECTRIC CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON, VT | TPA / Administrator TPA | 85 | $7.2M | $9K |
| ARISTACARE AT MEADOW SPRINGS, LLC ARISTACARE MEP 401(K) PLAN | PLYMOUTH MEETING, PA | TPA / Administrator TPA | 450 | $6.9M | — |
| OMEGA ELECTRIC CONSTRUCTION COMPANY, INC. OMEGA ELECTRIC CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON, VT | TPA / Administrator TPA | 47 | $6.9M | $8K |
| OMEGA ELECTRIC CONSTRUCTION COMPANY, INC. OMEGA ELECTRIC CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON, VT | TPA / Administrator TPA | 92 | $6.7M | $8K |
| ARISTACARE AT MEADOW SPRINGS, LLC ARISTACARE MEP 401(K) PLAN | PLYMOUTH MEETING, PA | TPA / Administrator TPA | 396 | $6.5M | $13K |
| MOUNT PROSPECT ACADEMY MOUNT PROSPECT ACADEMY, INC. 403(B) PLAN | ORFORD, NH | TPA / Administrator THIRD PARTY ADMINISTRTOR | 562 | $6.4M | $7K |
| FRANKLIN COUNTY HOME HEALTH AGENCY, INC. FRANKLIN COUNTY HOME HEALTH AGENCY, INC. 401(K) PLAN | ST. ALBANS, VT | TPA / Administrator THIRD PARTY ADMIN | 63 | $6.4M | $2K |
| USA BRANDS, LLC USA BRANDS, LLC 401(K) PLAN | SHELBURNE, VT | Other NONE | 135 | $6.3M | $6K |
| FRANKLIN COUNTY HOME HEALTH AGENCY, INC. FRANKLIN COUNTY HOME HEALTH AGENCY, INC. 401(K) PLAN | ST. ALBANS, VT | TPA / Administrator THIRD PARTY ADMIN | 91 | $6.2M | $3K |
| ARISTACARE AT MEADOW SPRINGS, LLC ARISTACARE MEP 401(K) PLAN | PLYMOUTH MEETING, PA | TPA / Administrator TPA | 416 | $5.3M | $10K |
| FRANKLIN COUNTY HOME HEALTH AGENCY, INC. FRANKLIN COUNTY HOME HEALTH AGENCY, INC. 401(K) PLAN | ST. ALBANS, VT | TPA / Administrator THIRD PARTY ADMIN | 0 | $0 | $7K |
| BECKET ACADEMY BECKET ACADEMY 403(B) PLAN | ORFORD, NH | TPA / Administrator THIRD PARTY ADMINISTRATO | 0 | $0 | $7K |