# Forward Service Corporation 401(k) Plan
Source: https://planprovider.pro/companies/forward-service-corporation-391342890-002

> Forward Service Corporation's 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forward Service Corporation

- **Sponsor EIN:** 391342890

- **Sponsor Address:** 4600 AMERICAN PKWY STE 301, MADISON, WI, 537188335

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

- **Plan Number:** 002

- **Total Participants:** 334

- **Total Assets:** $22.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|334|$22.1M|$803,366|$1.5M|

| 2023|300|$18.9M|$749,039|$1.3M|

| 2022|295|$17.7M|$716,921|$1.3M|

## 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|

| WELLTH ADVISORY SERVICES, LLC|Investment Advisor|$46,139|$19|$46,158|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$45,765|—|$45,765|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,923

- **Estimated Expense Ratio:** 0.416% 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|$95,910|$50,145|$45,765|—|—|

| 2023|$88,367|$46,709|$41,658|—|—|

| 2022|$79,618|$43,555|$36,063|—|—|

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