Future Value Associates
Pound Ridge, NY
Future Value Associates of Pound Ridge, NY is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $25,483 in reported broker commissions (plan year 2025).
Quick answer
Future Value Associates (Pound Ridge, NY) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Future Value Associates have?
- Future Value Associates is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Future Value Associates's largest employer clients?
- By plan participants, the largest include Applied Behavior Analysis (124 participants), Quartile LLC (117 participants) and Barr & Barr Inc. (116 participants).
- How much does Future Value Associates earn in commissions?
- Insurers reported $25,483 in broker commissions and $231,277 in fees paid to Future Value Associates for plan year 2025, per Schedule A Part 1.
- Where is Future Value Associates located?
- Future Value Associates is based in Pound Ridge, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Future Value Associates on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Applied Behavior Analysis | NY | 124 | 2025-11-30 |
| Quartile LLC | NY | 117 | 2025-12-31 |
| Barr & Barr Inc. | NY | 116 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.