Forward Service Corporation 401(k) Plan
Sponsored by Forward Service Corporation · EIN 391342890 · Plan #002
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 334
- With balances
- 321
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $46,139 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $45,765 |