Futureplan Fiduciary Services, LLC
Dresher, PA
Futureplan Fiduciary Services, LLC of Dresher, PA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Futureplan Fiduciary Services, LLC (Dresher, PA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Futureplan Fiduciary Services, LLC have?
- Futureplan Fiduciary Services, LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
- Who are Futureplan Fiduciary Services, LLC's largest employer clients?
- By plan participants, the largest include Pac-Mac Holdings, Inc. (160 participants), Hta Plumbing & Mechanical Inc (79 participants) and Civitas Senior Healthcare LLC.
- Where is Futureplan Fiduciary Services, LLC located?
- Futureplan Fiduciary Services, LLC is based in Dresher, PA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Futureplan Fiduciary Services, LLC 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 |
|---|---|---|---|
| Pac-Mac Holdings, Inc. | TX | 160 | 2024-12-31 |
| Hta Plumbing & Mechanical Inc | NV | 79 | 2025-12-31 |
| Civitas Senior Healthcare LLC | TX | 0 | 2024-07-31 |
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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.