Forum Personnel Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Forum Personnel Inc. · EIN 132781308 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 2,155
- With balances
- 264
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 |
|---|---|---|
| Compass Advisory Group Llc CRD 288256 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $18,127 |
| Compass Advisory Group Llc | Investment advisory (participants) | $17,440 |