Ascensus
unclassified
Find My Intro Path
unclassified
21 more other clients and 55 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
3 allocators
- Gould Medical Group, Inc. Cash Balance Pension Plan ActuaryPension consultantthrough Dec 31, 2023 Form 5500
- Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Bass Cash Balance Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
24 allocators
- Buchalter Cash Balance Pension Plan Actuarythrough Sep 15, 2025
- Southwire Company Hourly Pension Plan Actuarythrough Dec 31, 2024
- Hulman & Company Retirement Plan Actuarythrough Dec 31, 2024
+21 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Schedule C rows
58 rows, $3.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Buchalter Cash Balance Pension Plan | 2025 | 11 | NONE | $47,073 |
| Southwire Company Hourly Pension Plan | 2024 | 11 12 15 16 50 65 | NONE | $303,239 |
| Mativ Holdings, Inc. Pension Plan | 2024 | 11 | ACTUARY | $121,300 |
+55 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
What changed
- Futureplan appears on Hulman & Company Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Ascensusaskebsa.dol.gov
- Futureplan appears on Southwire Company Hourly Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Ascensusaskebsa.dol.gov
- Ascensus LLC no longer appears on Society of Manufacturing Engineers Pension Plan & Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Ascensusaskebsa.dol.gov
- Kravitz, LLC no longer appears on Bass Cash Balance Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Ascensusaskebsa.dol.gov
- Kravitz, LLC no longer appears on Gould Medical Group, Inc. Cash Balance Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Ascensusaskebsa.dol.gov