AUMdb

Forge Resource Group 401(k) Plan

Sponsored by Forge Resources Group · EIN 810923829 · Plan #001 · Dekalb, IL

Total assets
$14.9M
Net assets
$14.9M
Active participants
187
With balances
255

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $26,391