Forsgren Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Forsgren Associates, Inc. · EIN 820255723 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 143
- With balances
- 187
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $24,067 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $21,649 |