AUMdb

Forge Global 401(k) Plan

Sponsored by Forge Global, Inc · EIN 464770272 · Plan #001

Total assets
$19.1M
Net assets
$19.1M
Active participants
290
With balances
392

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
Guideline Inc. Recordkeeping, Consulting (general), Investment advisory (participants) $12,652
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,145