Forrest Paint Co. Profit Sharing And Employee Savings Plan
Sponsored by Forrest Paint Co. · EIN 930612986 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 91
- With balances
- 105
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,101 |
| Roehl & Yi Invevstment Advisors | Investment advisory (plan), Direct payment from the plan | $17,199 |
| Prime Pensions Northwest, Llc | Other services, Other fees | $0 |