Plan Snapshot
- Plan Sponsor: Forward Slope Incorporated
- Sponsor EIN: 330759000
- Sponsor Address: 2020 CAMINO DEL RIO NORTH, SAN DIEGO, CA, 921081543
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $15.6M
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 | 141 | $15.6M | $574,175 | $1.3M |
| 2023 | 168 | $12.6M | $621,249 | $1.4M |
| 2022 | 178 | $9.7M | $572,044 | $1.2M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $65,895 | $20,514 | $24,867 | — | — |
| 2023 | $41,623 | — | — | — | — |
| 2022 | $28,213 | — | — | — | $28,213 |