Plan Snapshot
- Plan Sponsor: Forward Space LLC
- Sponsor EIN: 471202264
- Sponsor Address: 650 N. WOOD DALE ROAD, WOOD DALE, IL, 60191
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $16.9M
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 | 110 | $16.9M | $36,918 | $798,504 |
| 2023 | 110 | $16.2M | $41,379 | $845,573 |
| 2022 | 120 | $14.2M | $44,090 | $828,167 |
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 |
|---|---|---|---|---|
| MILLER COOPER AND CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER AND CO, LTD — 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 | $40,826 | $39,857 | — | — | — |
| 2023 | $37,656 | $37,131 | — | — | — |
| 2022 | $38,351 | — | — | — | — |