Forvis Mazars, Llp Employees Savings Plan Ii
Sponsored by Forvis Mazars, Llp · EIN 440160260 · Plan #018
- Total assets
- $881M
- Net assets
- $881M
- Active participants
- 2,551
- With balances
- 5,191
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forvis Mazars Wealth Advisors, Llc CRD 110905 | deterministic · 100% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Mazars Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $145,517 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $60,692 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $23,129 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,164 |