Forward Retirement Savings Plan
Sponsored by Forward Corporation · EIN 381464754 · Plan #002
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 434
- With balances
- 119
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $60,573 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $25,079 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,709 |