Forum Financial Management Lp — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Forum Financial Management Lp is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $50,269 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $50,269
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $50,269
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Central Virginia Dental Care, Plc | VA | 1 | $12,691 |
| Mcdermott Will & Emery Llp | IL | 1 | $10,444 |
| Advisortrust, Inc. | SD | 1 | $10,094 |
| Advocate Aurora Health, Inc | WI | 1 | $6,322 |
| Genesis Health System | IA | 1 | $6,235 |
| A&A Transfer, LLC | VA | 1 | $4,483 |
State footprint
Plans reporting Forum Financial Management Lp are sponsored in VA (2), IA (1), IL (1), SD (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Central Virginia Dental Care, Plc | Cvdc 401(K) Plan | 2023 | $12,691 | not reported in the loaded dataset |
| Mcdermott Will & Emery Llp | Mw&E Savings And Retirement Plan | 2023 | $10,444 | not reported in the loaded dataset |
| Advisortrust, Inc. | 401(K) Simplified Flexible | 2023 | $10,094 | not reported in the loaded dataset |
| Advocate Aurora Health, Inc | Advocate Aurora Health 401(K) Plan | 2023 | $6,322 | not reported in the loaded dataset |
| Genesis Health System | Genesis Health System Retirement Savings Plan | 2023 | $6,235 | not reported in the loaded dataset |
| A&A Transfer, LLC | A&A Transfer, LLC 401(K) Plan | 2023 | $4,483 | not reported in the loaded dataset |
Related Form 5500 pages
- Cvdc 401(K) Plan (plan 001)
- Central Virginia Dental Care, Plc — all reported plans
- Mw&E Savings And Retirement Plan (plan 005)
- Mcdermott Will & Emery Llp — all reported plans
- 401(K) Simplified Flexible (plan 002)
- Advisortrust, Inc. — all reported plans
- Advocate Aurora Health 401(K) Plan (plan 004)
- Advocate Aurora Health, Inc — all reported plans
- Genesis Health System Retirement Savings Plan (plan 010)
- Genesis Health System — all reported plans
- A&A Transfer, LLC 401(K) Plan (plan 001)
- A&A Transfer, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources