NORA Koehler signed Foresight Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foresight Financial Group, Inc.'s EIN is 36-3371610.
Download the official 2024 Form 5500 (PDF) for Foresight Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foresight Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT, INC | 36-3859937 | — | NONE | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $32.6M | 88.3% | |
| [Assets held in common stock] | Other | — | — | $3.5M | 9.6% | |
| [Assets held in participant loans] | Other | — | — | $117K | 0.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $20K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNING GROUP, LLC | 30-0003878 | — | NONE | $10K | — |
| DWC ERISA CONSULTANTS, LLC | 26-2091417 | — | NONE | $5K | — |
