# Forum Personnel INC. DC Plan
Source: https://planprovider.pro/companies/forum-personnel-inc-plan

> Forum Personnel INC.'s DC plan: 2,155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forum Personnel INC.

- **Sponsor EIN:** 132781308

- **Sponsor Address:** 550 7TH AVENUE 21ST FLOOR, NEW YORK, NY, 100182401

- **Plan Type:** DC

- **Total Participants:** 2,155

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|2,155|$7.3M|$0|$586,619|

| 2023|2,407|$6.8M|$0|$676,073|

| 2022|2,433|$5.7M|$0|$796,389|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$18,127|—|$18,127|

| COMPASS ADVISORY GROUP LLC|ADVISOR|$17,440|—|$17,440|

| KVLSM|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [COMPASS ADVISORY GROUP LLC](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [KVLSM](https://planprovider.pro/provider/kvlsm-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,567

- **Estimated Expense Ratio:** 0.486% of plan assets

### 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|$36,427|$17,440|$18,127|—|—|

| 2023|$31,262|$15,055|$15,347|—|—|

| 2022|$30,112|$14,372|$15,740|—|—|

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