Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Forest Capital Management LLC
Forest Capital Management LLC
- Service provider, as named on Schedule C
- EIN 465576228
- Plan year 2024
- Direct compensation reported $1,180,335
Assets of those plans
$992,926,826
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,180,335
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) | 14 |
| 50 | Direct payment from the plan | 9 |
| 64 | Recordkeeping fees | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 99 | Other fees | 5 |
| 15 | Recordkeeping and information management | 5 |
| 49 | Other services | 5 |
| 16 | Consulting (general) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wheels, LLC Retirement Savings Plan | Wheels | $269,524,108 | 2,384 | $85,000 |
| Covenant Retirement Plan | Covenant Aviation Security | $108,136,418 | 1,793 | $70,000 |
| Pointclickcare Technologies USA Corp. 401(k) Plan | Pointclickcare Technologies USA | $93,989,378 | 1,080 | $91,185 |
| Dental Associates 401(k) Plan | Dental Assoc. Family and Specialty Care | $85,609,099 | 968 | $110,516 |
| SCN Bestco 401(k) Plan | Harmony Foods | $72,475,910 | 1,153 | $70,315 |
| Mindpath Health Retirement Plan | Community Psychiatry Management | $64,522,906 | 2,014 | $118,684 |
| Land O'frost 401(k) Retirement Savings Plan | Land O'frost | $50,439,156 | 1,347 | $104,967 |
| Dailypay, Inc. 401(k) Retirement Plan | Dailypay | $41,474,535 | 929 | $79,193 |
| Republic - Odyssey 401(k) Plan | Odyssey Holdings | $36,599,039 | 507 | $28,500 |
| Hero Digital, LLC 401(k) Plan | Hero Digital | $34,683,454 | 461 | $59,397 |
| Remed Holdings, LLC and Affiliated Companies 401(k) Plan | Remed Holdings | $31,056,496 | 609 | $67,444 |
| Alfasigma USA, Inc. 401(k) Plan | Alfasigma USA | $28,231,752 | 343 | $60,225 |
| Vanee Foods 401(k) Plan | Vanee Foods | $24,189,832 | 301 | $33,071 |
| PEG Companies 401(k) Planrecordkeeper | PEG Companies | $11,324,114 | 500 | $27,176 |
| The Challenger 401(k) Planrecordkeeper | Challenger Performance | $9,076,330 | 113 | $24,607 |
| Walker Manufacturing Group, LLC 401(k) Profit Sharing Planrecordkeeper | Walker Manufacturing Group | $7,491,870 | 118 | $24,172 |
| Quest Management 401(k) Planrecordkeeper | Quest Food Management Services | $6,985,466 | 427 | $17,198 |
| The Second City 401(k) Plan | Second City | $6,438,566 | 119 | $27,397 |
| World Surf League 401(k) Profit Sharing Plan and Trustrecordkeeper | World Surf League | $6,372,222 | 216 | $25,682 |
| Vocational Development Group, LLC 401(k) Profit Sharing Plan and Trust | Vocational Development Group LLC DBA Inbloom Autism Services | $4,306,175 | 696 | $9,042 |
| Eldridge Media Group 401(k) Plan | Eldridge Media Group | $0 | 0 | $46,564 |
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.