Forrester Research, Inc. 401(k) Plan & Trust
Sponsored by Forrester Research Inc · EIN 042797789 · Plan #001
- Total assets
- $358M
- Net assets
- $358M
- Active participants
- 1,114
- With balances
- 2,047
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rocaton Investment Advisors, Llc | Investment advisory (plan) | $25,841 |
| Wolf & Company, P.C. | Accounting | $18,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,867 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$1,724 |