New Forum 401(k) Profit Sharing Plan
Sponsored by New Forum, Inc. · EIN 561652373 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 104
- With balances
- 177
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants) | $2,589 |
| Nfp Retirement, Inc. | Investment advisory (participants) | $2,060 |
| John Hancock Life Insurance Company | Recordkeeping | $1,860 |