# Forward Slope Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/forward-slope-inc-401k-plan

> Forward Slope Incorporated's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$41,028|$15|$41,043|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$24,866|—|$24,866|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,909

- **Estimated Expense Ratio:** 0.421% 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|$65,895|$20,514|$24,867|—|—|

| 2023|$41,623|—|—|—|—|

| 2022|$28,213|—|—|—|$28,213|

## Similar Plans

- [Irritec Usa, INC.](https://planprovider.pro/companies/irritec-usa-inc-plan) — 141 participants

- [East Bay Asian Local Development Corporation](https://planprovider.pro/companies/east-bay-asian-local-development-corporation-plan-001) — 142 participants

- [Engineering Remediation Resources Group, INC.](https://planprovider.pro/companies/engineering-remediation-resources-group-inc-401k-plan) — 142 participants

- [Trimark Associates, INC.](https://planprovider.pro/companies/trimark-associates-inc-401k-plan) — 142 participants

- [Forensic Analytical Specialties, INC.](https://planprovider.pro/companies/forensic-analytical-specialties-inc-401k-plan) — 145 participants

- [Curology, INC.](https://planprovider.pro/companies/curology-inc-plan) — 146 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/forward-slope-inc-401k-plan)

© 2026 PlanProvider.Pro