AUMdb

Forum One Communications 401(k) Plan

Sponsored by Forum One Communications · EIN 943261569 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
94
With balances
186

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
Cmc Advisors, Inc. CRD 123811 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cmc Advisors, Inc. Investment advisory (plan) $54,463