My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Forusall, Inc.

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

53plans naming this provider
27,339participant records in those plans
$1.9Mcompensation reported, direct and indirect
$84.22median reported per participant53 plans with an amount

Forusall, Inc. is named as a service provider on the Schedule C of 53 retirement plans with 100 or more participants for plan year 2024, covering 27,339 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $1.9M. Per plan, the median was $84.22 per participant, with the middle half of plans between $52.35 and $153. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (18), Arizona (4) and New Jersey (3).

In 2017 it appeared on 6 such filings; in 2024, 53. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$52.35$84.22$153
Compensation as a share of plan net assets0.25%0.29%0.33%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 02010: 02011: 02012: 02013: 02014: 02015: 02016: 02017: 62018: 152019: 352020: 502021: 592022: 722023: 652024: 530725320092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $02015: $02016: $02017: $93K2018: $208K2019: $474K2020: $920K2021: $1.5M2022: $1.7M2023: $1.9M2024: $1.9M$0$1.9M$1.9M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Investment advisory (plan)48
Contract Administrator29
Recordkeeping and information management1
Trustee (bank, trust company, or similar financial institution)1
Other services1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Delight Restaurant Group 401(k) PlanDelight Raleigh Management LLCKS4,850$7.6M$20K
Blue Bottle Coffee, Inc. 401(k) PlanBlue Bottle Coffee, Inc.CA3,049$20.6M$28K
Ohana Growth Partners, LLC 401(k) Profit Sharing PlanOhana Growth Partners, LLCMD1,356$4.5M$14K
Forus 401(k)NVN Management, LLCIL1,162$6.3M$74K
Spreetail 401(k) PlanSpreetail, LLCNE996$10.9M$28K
Forus 401(k)Skydio Inc.CA974$31.4M$102K
Party Rental Ltd. 401(k) PlanParty Rental Ltd.NJ841$11.8M$33K
Dolan Auto Group 401(k) Profit Sharing PlanDolan Enterprises, Inc. DBA Dolan ToyotaNV797$10.3M$29K
Digital Currency Group Inc. 401(k) PlanDigital Currency Group, Inc.CT787$32.6M$81K
Juno Investments & Esquared Hospitality 401(k) PlanJuno Investments LLCNY737$15.6M$50K
Remington & Vernick Engineers II Inc. 401(k) and Profit Sharing PlanRemington & Vernick Engineers II Inc.NJ715$85.4M$150K
Forus 401(k)Three Fingers, Inc. DBA FoosacklysAL704$1.3M$3,700
Black Diamond Electric 401(k) PlanBlack Diamond Electric, Inc.CA522$11.4M$34K
Alation, Inc. Retirement TrustAlation, Inc.CA520$34.7M$116K
Zaheri Group Retirement PlanZaheri GroupCA457$13.9M$32K
Issa, LLC 401(k) PlanIssa, LLCAZ395$5.9M$21K
Engineered Profiles 401(k) PlanEngineered Profiles LLCOH391$12.4M$20K
Elevation Solar 401(k) PlanElevation Solar LLCAZ384$2.5M$9,415
Mobis North America LLC Toledo Union PlanMobis North America, LLCOH379$17.9M$35K
Forus 401(k)Das Talent, LLCFL349$12.9M$32K
Arizona Fasteners Corporation 401(k) PS PlanArizona Fasteners Corp.AZ337$6.3M$27K
Hampel Enterprises 401(k) PlanHampel Enterprises, Inc.KS334$18.9M$25K
Forus 401(k)Nexera Holding LLCCA326$6.1M$21K
Mobis North America LLC Detroit Union PlanMobis North America, LLCMI297$5.5M$11K
Indianhead Foodservice Distributor 401(k) Profit Sharing PlanIndianhead Foodservice Distributor,incWI293$9.1M$25K
Forus 401(k)FictivCA280$11.0M$33K
Forus 401(k)Top Pot DoughnutsWA267$1.9M$6,941
Kruger's 401(k) PlanKruger Pulp and Paper Sales Inc.—242$12.7M$37K
Forus 401(k)Guideness, LLCCA241$4.5M$16K
Astir IT Solutions, Inc. 401(k) PlanAstir IT Solutions, Inc.NJ234$7.3M$19K
Taxbit 401(k) PlanTaxbit, Inc.UT231$5.6M$18K
The PTS, Icx, Kil 401(k) PlanParamount and Interconex, Inc.CA228$13.2M$6,038
Tawani Enterprises Employees' Pension PlanTawani Enterprises, Inc.IL227$20.7M$60K
Forus 401(k)Billfloat, Inc.CA224$9.0M$25K
Mdsi 401(k) PlanMdsiGA223$13.2M$35K
Northstrat, Inc. 401(k) & Profit Sharing PlanNorthstrat, Inc.VA221$71.6M$151K
Applied Software Technology, LLC 401(k) Profit Sharing PlanApplied Software Technology, LLC.GA216$15.3M$40K
Forus 401(k)SkilljarWA214$7.0M$24K
Flood, Bumstead, McCready, & McCarthy, Inc. 401(k) Profit Sharing Plan and TrustFlood, Bumstead, McCready, & McCarthy, Inc.TN213$15.7M$40K
Competitive Power Ventures Inc. 401(k) Profit Sharing Plan & TrustCompetitive Power Ventures Inc.MD211$51.1M$94K

Questions and answers

How many plans does Forusall, Inc. serve?

53 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Forusall, Inc.?

The median plan reported $84.22 per participant in direct and indirect compensation (53 plans reporting an amount), or 0.29% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Investment advisory (plan) (48 plans), Contract Administrator (29 plans), Recordkeeping and information management (1 plans) and Trustee (bank, trust company, or similar financial institution) (1 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.