Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Forest Capital Management LLC
Forest Capital Management LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $486,408
Assets of those plans
$250,797,922
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$486,408
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 5 |
| 16 | Consulting (general) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
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|---|---|---|---|---|
| Los Angeles Dodgers 401(k) Plan | Los Angeles Dodgers | $51,236,627 | 580 | $99,467 |
| Union Partners I LLC 401(k) Saving Plan | UPG Enterprises | $42,520,350 | 473 | $59,292 |
| IG US Holdings, Inc. 401(k) Plan | IG US Holdings | $31,126,360 | 354 | $74,763 |
| Amount 401(k) Plan | Amount | $28,374,695 | 355 | $50,167 |
| Fibrebond 401(k) Retirement Savings Plan | Fibrebond | $23,661,139 | 280 | $10,188 |
| G Treasury SS, LLC 401(k) Plan | G Treasury SS | $22,150,986 | 137 | $37,488 |
| Foodchain ID Group, Inc. 401(k) Retirement Plan | Foodchain ID Group | $18,928,018 | 312 | $50,340 |
| CSA Service Solutions, LLC 401(k) Plan | CSA Service Solutions | $15,096,475 | 520 | $34,319 |
| TWG - TWF Services 401(k) Retirement Plan | TWG - TWF Services | $7,690,261 | 265 | $27,126 |
| Zing Health Holdings 401(k) Plan | Zing Health Holdings | $7,244,145 | 143 | $27,377 |
| Bottleneck Management Restaurant Group 401(k) P/S Plan | Bottleneck Management Restaurant Group | $2,768,866 | 180 | $15,881 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.