Plan Snapshot
- Plan Sponsor: Forward Air Corporation
- Sponsor EIN: 621120025
- Sponsor Address: PO BOX 1058 1915 SNAPPS FERRY RD, B, GREENEVILLE, TN, 377453509
- Plan Type: 401(k)
- Total Participants: 3,436
- Total Assets: $128.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,436 | $128.5M | $2.1M | $12.4M |
| 2023 | 3,850 | $126.1M | $2.5M | $14.1M |
| 2022 | 4,004 | $105.1M | $2.3M | $13.5M |
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 |
|---|---|---|---|---|
| BENNETT THRASHER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT THRASHER, LLP — 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 | $372,237 | — | — | — | — |
| 2023 | $336,702 | $71,262 | — | — | — |
| 2022 | $408,932 | — | $408,932 | — | — |