AUMdb

Foresight Financial Group, Inc. Employee Savings And Profit Sharing Plan

Sponsored by Foresight Financial Group, Inc. · EIN 363371610 · Plan #001

Total assets
$36.9M
Net assets
$36.9M
Active participants
227
With balances
304

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
Savant Capital Management, Inc Investment advisory (plan) $138,457
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $26,206
Benning Group, Llc Accounting $10,493
Dwc Erisa Consultants, Llc Consulting (pension), Direct payment from the plan $4,605