Forge Consulting, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Forge Consulting, Llc · EIN 270041577 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 168
- With balances
- 154
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $50,600 |
| Cerity Partners | Investment advisory (plan) | $14,971 |
| Argi Investment Services, Llc | Investment advisory (participants) | $3,670 |