Forward Solutions 401(k) Plan
Sponsored by I&I Sales Group Llc Dba Forward Solutions · EIN 821854323 · Plan #002
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 515
- With balances
- 436
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $49,438 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |