Forms & Supply, Inc. 401(k) Plan
Sponsored by Forms & Supply Inc. · EIN 560903427 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 277
- With balances
- 165
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $22,396 |
| Dmjps Pllc | Accounting | $17,000 |
| Ascensus Holdings | Contract administrator | $12,153 |
| Empower Advisory Group | Investment management | $1,361 |