Forstrom Bancorporation 401(k) Plan And Trust
Sponsored by Forstrom Bancorporation Inc. · EIN 411452688 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 218
- With balances
- 257
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 |
|---|---|---|
| Impact Retirement Advisors, Llc CRD 330475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Shareholder servicing fees | $44,665 |
| Impact Retirement Advisors | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $14,388 |