Forward Financing Llc Retirement Plan
Sponsored by Forward Financing Llc · EIN 461472077 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 202
- With balances
- 263
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $54,363 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $50,090 |
| The Mandmarblestone Group Llc | Contract administrator, Direct payment from the plan, Other services | $5,825 |