Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
- Service provider, as named on Schedule C
- EIN 431815436
- Plan year 2024
- Direct compensation reported $656,767
Assets of those plans
$2,144,136,628
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$656,767
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 |
|---|---|---|
| 50 | Direct payment from the plan | 7 |
| 26 | Investment advisory (participants) | 5 |
| 15 | Recordkeeping and information management | 4 |
| 13 | Contract administrator | 3 |
| 27 | Investment advisory (plan) | 3 |
| 37 | Participant loan processing | 2 |
| 38 | Participant communication | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Forvis Mazars, LLP Employees' Savings Plan I | Forvis Mazars | $954,648,410 | 5,196 | $121,471 |
| Forvis Mazars, LLP Employees Savings Plan II | Forvis Mazars | $881,158,348 | 5,191 | $145,517 |
| Home Bancshares, Inc. 401(k) and Employee Stock Ownership Planrecordkeeper | Home BancShares | $150,324,926 | 2,492 | $148,499 |
| Crews & Associates Inc. 401(k) Planrecordkeeper | Crews & Associates | $47,776,650 | 188 | $75,351 |
| Corcentric, Inc. 401(k) Plan | Corcentric | $41,860,969 | 642 | $60,250 |
| Wight & Company 401(k) Planrecordkeeper | Wight | $38,581,212 | 276 | $3,752 |
| Century Mining, LLC 401(k) Plan | Century Mining | $12,252,686 | 428 | $50,624 |
| R & D Maintenance Services, Inc. 401(k))plan | R & D Maintenance Services | $7,928,998 | 248 | $23,233 |
| P & a Industrial Fabrications, LLC 401(k) Plan | P & a Industrial Fabrications | $6,847,494 | 255 | $25,235 |
| Health Care Management Systems, Inc. 401(k) Planrecordkeeper | Health Care Management Systems | $2,756,935 | 157 | $2,835 |
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.