Forensic Analytical Retirement Plan
Sponsored by Forensic Analytical Specialties, Inc. · EIN 943018588 · Plan #002
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 145
- With balances
- 251
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Investment management fees (indirect), Sub-transfer agency fees, Other services | $116,573 |
| Sageview Advisory Group | Investment advisory (plan) | $35,798 |
| Wright Ford Young & Co. | Accounting | $19,990 |
| Carlson Quinn, Inc. | Contract administrator, Foreign entity, Direct payment from the plan | $0 |