Foresight Energy Llc 401(k) Plan
Sponsored by Foresight Energy Llc · EIN 851541564 · Plan #001
- Total assets
- $68.0M
- Net assets
- $68.0M
- Active participants
- 788
- With balances
- 883
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $84,053 |
| Cbiz Financial Solutions, Inc | Investment management, Direct payment from the plan | $73,077 |
| Ciuni & Panichi | Accounting, Direct payment from the plan | $14,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |