Forerunner Technologies Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Forerunner Technologies Inc. · EIN 592937938 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 168
- With balances
- 183
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $18,605 |
| United Benefit Pensions Inc | Contract administrator | $4,050 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $1,925 |