AUMdb

Forest Health Services, Llc Retirement Savings Plan

Sponsored by Forest Health Services, Llc · EIN 383636411 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
112
With balances
156

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $50,510
Next Financial Group Inc Other services, Other commissions $0