Bank Forward Employee Stock Ownership Plan
Sponsored by Bank Forward · EIN 450192700 · Plan #003
- Total assets
- $47.1M
- Net assets
- $43.1M
- Active participants
- 194
- With balances
- 247
Plan year beginning 01/01/2024 · Stock bonus
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 Financial | Recordkeeping, Recordkeeping fees | $20,136 |
| Eide Bailly | Consulting (general), Consulting fees | $12,915 |
| Widmer Roel | Accounting, Other fees | $10,800 |
| Ballard Spahr | Legal, Other fees | $7,889 |