Plan Snapshot
- Plan Sponsor: Fors Marsh Group, LLC
- Sponsor EIN: 421558869
- Sponsor Address: 4250 NORTH FAIRFAX DRIVE, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 437 | $44.1M | $1.8M | $4.2M |
| 2023 | 443 | $34.4M | $1.7M | $3.8M |
| 2022 | 375 | $21.0M | $1.4M | $3.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $63,450 | $2,724 | $60,726 | — | — |
| 2023 | $44,507 | $4,858 | $39,649 | — | — |
| 2022 | $23,533 | $20,340 | $3,193 | — | — |