Forestdale, Inc. Cash Or Deferred Plan & Trust
Sponsored by Forestdale, Inc. · EIN 111631747 · Plan #005
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 304
- With balances
- 410
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 |
|---|---|---|
| James J. Burns & Company, Llc CRD 140452 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Account maintenance fees | $53,372 |
| J.J. Burns & Company, Llc | Investment advisory (plan) | $31,218 |