# Forvis Mazars, LLP 401(k) Plan
Source: https://planprovider.pro/companies/forvis-mazars-llp-440160260-018

> Forvis Mazars, LLP's 401(k) plan: 2,551 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forvis Mazars, LLP

- **Sponsor EIN:** 440160260

- **Sponsor Address:** 910 E. ST. LOUIS STREET, SUITE 400, SPRINGFIELD, MO, 65806

- **Plan Type:** 401(k)

- **Plan Number:** 018

- **Total Participants:** 2,551

- **Total Assets:** $881.2M

## 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|2,551|$881.2M|$34.0M|$40.4M|

| 2023|2,957|$732.3M|$27.5M|$32.4M|

| 2022|1,319|$240.3M|$24.2M|$879,049|

## 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|

| FORVIS MAZARS WEALTH ADVISORS|Investment Advisor|$145,517|—|$145,517|

| SCHWAB RETIREMENT PLAN SERVICES INC|Recordkeeper|$60,692|—|$60,692|

| CHARLES SCHWAB & CO., INC.|Recordkeeper|$23,129|—|$23,129|

| BEACON POINTE ADVISORS LLC|Investment Advisor|$8,164|—|$8,164|

### Verified Provider Profiles

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

- [FORVIS MAZARS WEALTH ADVISORS](https://planprovider.pro/provider/forvis-wealth-advisors-llc) — Investment Advisor

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $237,502

- **Estimated Expense Ratio:** 0.027% 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|$214,588|$153,846|—|—|—|

| 2023|$21,088|$15,188|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/forvis-mazars-llp-440160260-018)

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