Forma Automotive Llc 401(k) Plan
Sponsored by Forma Automotive, Llc · EIN 364788879 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 166
- With balances
- 182
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa , Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $22,300 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $7,281 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Morgan Stanley Smith Barney Llc | Other services, Other fees | $0 |