FORUM FINANCIAL MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
19
Active participants
271,454
Total plan assets
$32.2B
Filings (rows)
19
Direct comp
$290K
Indirect comp
$0
SERVICES PROVIDED
Other9
Advisor / Consultant9
Broker1
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 83,445 | $10.5B | $7K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | MILWAUKEE, WI | Other NONE | 80,015 | $9.1B | $6K |
| ADVOCATE AURORA HEALTH, INC ADVOCATE AURORA HEALTH 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 76,956 | $7.5B | $7K |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,979 | $1.4B | $13K |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,947 | $1.2B | $10K |
| MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO, IL | Other NONE | 1,931 | $1.0B | $10K |
| TRINITY HEALTH CORPORATION GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | LIVONIA, MI | Advisor / Consultant ADVISOR | 4,699 | $360.7M | $8K |
| GENESIS HEALTH SYSTEM GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | DAVENPORT, IA | Broker SECURITIES BROKER | 4,680 | $344.6M | $6K |
| GENESIS HEALTH SYSTEM GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | DAVENPORT, IA | Advisor / Consultant INVESTMENT ADVISORY | 4,651 | $297.2M | $6K |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 5,104 | $157.4M | $18K |
| CENTRAL VIRGINIA DENTAL CARE, PLC CVDC 401(K) PLAN | COLONIAL HEIGHTS, VA | Advisor / Consultant INVESTMENT ADVISOR | 501 | $86.1M | $13K |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 3,007 | $75.5M | $10K |
| CENTRAL VIRGINIA DENTAL CARE, PLC CVDC 401(K) PLAN | COLONIAL HEIGHTS, VA | Advisor / Consultant INVESTMENT ADVISOR | 486 | $75.3M | $18K |
| ADVISORTRUST, INC. 401(K) SIMPLIFIED FLEXIBLE | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 1,736 | $33.5M | $7K |
| AMBULATORY MANAGEMENT SOLUTIONS, AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | ROSEMONT, IL | Other INVESTMENT/FINANCIAL ADVI | 205 | $20.9M | $42K |
| WEST SUBURBAN BANK WEST SUBURBAN BANK 401(K) PROFIT SHARING PLAN | LOMBARD, IL | Other NONE | 0 | $15.6M | $61K |
| A&A TRANSFER, LLC A&A TRANSFER, LLC 401(K) PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 112 | $3.8M | $16K |
| WEST SUBURBAN BANK WEST SUBURBAN BANK 401(K) PROFIT SHARING PLAN | LOMBARD, IL | Other NONE | 0 | $64K | $28K |
| A&A TRANSFER, LLC A&A TRANSFER, LLC 401(K) PLAN | CHANTILLY, VA | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $0 | $4K |