AUMdb

Fora Financial Llc 401(k) Plan

Sponsored by Fora Financial Llc · EIN 900393753 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
137
With balances
126

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Financial Network Other fees $0
Associated Pension Consultants, Inc Other services $0