Plan Snapshot
- Plan Sponsor: I&I Sales Group LLC Dba Forward Solutions
- Sponsor EIN: 821854323
- Sponsor Address: 73 CEDAR AVE, HERSHEY, PA, 17033
- Plan Type: 401(k)
- Total Participants: 515
- Total Assets: $40.1M
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 | 515 | $40.1M | $1.7M | $3.6M |
| 2023 | 448 | $33.5M | $1.5M | $2.9M |
| 2022 | 258 | $21.6M | $510,738 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $49,438 | — | — | — | — |
| 2023 | $36,233 | $10,656 | — | — | — |
| 2022 | $5,137 | — | $5,137 | — | — |