Forus 401(k)
Sponsored by Top Pot Doughnuts · EIN 770637919 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 123
- With balances
- 238
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forusall, Inc. | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $6,941 |
| At Retirement Services | Claims processing, Recordkeeping, Custodial (other) | $4,042 |