FORVIS WEALTH
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
39
Active participants
25,888
Total plan assets
$2.4B
Filings (rows)
39
Direct comp
$1.2M
Indirect comp
$0
Aggregating 2 name variants under "FORVIS WEALTH"
SERVICES PROVIDED
Other27
Advisor / Consultant10
Broker2
Top plans served
All 39 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FORVIS, LLP FORVIS, LLP EMPLOYEES' SAVINGS PLAN I | SPRINGFIELD, MO | Other NONE | 2,855 | $783.7M | $36K |
| FORVIS, LLP FORVIS, LLP EMPLOYEES' SAVINGS PLAN II | SPRINGFIELD, MO | Other NONE | 2,957 | $732.3M | $39K |
| HOME BANCSHARES, INC. HOME BANCSHARES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | CONWAY, AR | Other NONE | 2,756 | $127.4M | $79K |
| CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM MATCHED SAVINGS PLAN | BOLIVAR, MO | Broker SECURITIES BROKER | 2,410 | $91.2M | $8K |
| CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM MATCHED SAVINGS PLAN | BOLIVAR, MO | Broker SECURITIES BROKER | 2,136 | $62.0M | $5K |
| CREWS & ASSOCIATES INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 171 | $42.1M | $67K |
| CORCENTRIC, INC. CORCENTRIC, INC. 401(K) PLAN | CHERRY HILL, NJ | Other NONE | 491 | $41.9M | $60K |
| WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN, IL | Other NONE | 211 | $38.6M | $4K |
| CREWS & ASSOCIATES INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 161 | $35.6M | $79K |
| WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN, IL | Other NONE | 208 | $34.7M | $2K |
| BOWIE-CASS ELECTRIC COOPERATIVE, INC. BOWIE-CASS ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | DOUGLASSVILLE, TX | Other NONE | 55 | $33.4M | $64K |
| CORCENTRIC, INC. CORCENTRIC, INC. 401(K) PLAN | CHERRY HILL, NJ | Other NONE | 501 | $33.0M | $64K |
| BOWIE-CASS ELECTRIC COOPERATIVE, INC. BOWIE-CASS ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | DOUGLASSVILLE, TX | Other NONE | 60 | $31.3M | $55K |
| BOWIE-CASS ELECTRIC COOPERATIVE, INC. BOWIE-CASS ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | DOUGLASSVILLE, TX | Other NONE | 63 | $26.6M | $56K |
| EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 148 | $26.3M | $69K |
| CORCENTRIC, INC. CORCENTRIC, INC. 401(K) PLAN | CHERRY HILL, NJ | Other NONE | 485 | $25.4M | $55K |
| EAR, NOSE & THROAT ASSOCIATES, P.C. EAR, NOSE & THROAT ASSOCIATES, P. C. RETIREMENT SAVINGS P & T | FORT WAYNE, IN | Advisor / Consultant ADVISOR | 97 | $22.4M | $27K |
| LEE MASONRY PRODUCTS, INC. LEE MASONRY PRODUCTS, INC. 401(K) PLAN | HOPKINSVILLE, KY | Other NONE | 428 | $14.6M | $12K |
| LEE MASONRY PRODUCTS, INC. LEE MASONRY PRODUCTS, INC. 401(K) PLAN | HOPKINSVILLE, KY | Other NONE | 431 | $14.2M | $22K |
| ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY, OK | Other NONE | 1,974 | $13.2M | $25K |
| LEE MASONRY PRODUCTS, INC. LEE MASONRY PRODUCTS, INC. 401(K) PLAN | HOPKINSVILLE, KY | Other NONE | 337 | $13.2M | $13K |
| COMMERCIAL HOLDINGS, LLC COMMERCIAL HOLDINGS, LLC 401(K) PLAN | CHARLESTON, WV | Other NONE | 1,278 | $12.0M | $13K |
| GO-MART, INC. GO-MART, INC. 401(K) PLAN | GASSAWAY, WV | Advisor / Consultant INVESTMENT ADVISOR | 982 | $11.5M | $36K |
| GO-MART, INC. GO-MART, INC. 401(K) PLAN | GASSAWAY, WV | Advisor / Consultant INVESTMENT ADVISOR | 1,008 | $10.8M | $9K |
| MARIES COUNTY BANCORP, INC. MARIES COUNTY BANCORP, INC. 401(K) PROFIT SHARING PLAN | VIENNA, MO | Other NONE | 119 | $9.6M | $19K |
| MECHANICAL ENGINEERING AND CONSTRUCTION CORP MECHANICAL ENGINEERING AND CONSTRUCTION 401(K) PLAN | CATONSVILLE, MD | Other NONE | 179 | $9.3M | $53K |
| MECHANICAL ENGINEERING AND CONSTRUCTION CORPORATION MECHANICAL ENGINEERING AND CONSTRUCTION 401(K) PLAN | CATONSVILLE, MD | Other NONE | 147 | $8.0M | $34K |
| CENTURY MINING, LLC CENTURY MINING, LLC 401(K) PLAN | VOLGA, WV | Advisor / Consultant INVESTMENT ADVISOR | 381 | $8.0M | $30K |
| MARIES COUNTY BANCORP, INC. MARIES COUNTY BANCORP, INC. 401(K) PROFIT SHARING PLAN | VIENNA, MO | Other NONE | 103 | $7.8M | $25K |
| P & A INDUSTRIAL FABRICATIONS, LLC P & A INDUSTRIAL FABRICATIONS, LLC 401(K) PLAN | GREENVILLE, NC | Advisor / Consultant ADVISOR | 258 | $6.8M | $25K |
| MECHANICAL ENGINEERING AND CONSTRUCTION CORP MECHANICAL ENGINEERING AND CONSTRUCTION 401(K) PLAN | CATONSVILLE, MD | Other NONE | 144 | $6.4M | $10K |
| P & A INDUSTRIAL FABRICATIONS, LLC P & A INDUSTRIAL FABRICATIONS, LLC 401(K) PLAN | GREENVILLE, NC | Advisor / Consultant ADVISOR | 275 | $6.1M | $20K |
| COMMERCIAL HOLDINGS, LLC COMMERCIAL HOLDINGS, LLC 401(K) PLAN | CHARLESTON, WV | Other NONE | 1 | $5.8M | $37K |
| ENNOBLE FIRST, INC. ENNOBLE FIRST 401(K) PROFIT SHARING PLAN AND TRUST | CHANTILLY, VA | Advisor / Consultant ADVISOR | 90 | $5.1M | $29K |
| P & A INDUSTRIAL FABRICATIONS, LLC P & A INDUSTRIAL FABRICATIONS, LLC 401(K) PLAN | GREENVILLE, NC | Advisor / Consultant ADVISOR | 255 | $4.9M | $8K |
| HEALTH CARE MANAGEMENT SYSTEMS, INC. HEALTH CARE MANAGEMENT SYSTEMS, INC. 401(K) PLAN | ST. LOUIS, MO | Other NONE | 767 | $2.7M | — |
| HEALTH CARE MANAGEMENT SYSTEMS, INC. HEALTH CARE MANAGEMENT SYSTEMS, INC. 401(K) PLAN | ST. LOUIS, MO | Other NONE | 805 | $2.5M | $1K |
| MEDICAL EXPRESS AMBULANCE SERVICE, INC. MEDEX 401(K) PLAN | SKOKIE, IL | Other NONE | 138 | $2.1M | $10K |
| CONCORDE CAREER COLLEGES, INC. CONCORDE CAREER COLLEGES, INC. 401(K) RETIREMENT SAVINGS PLAN | MISSION, KS | Advisor / Consultant ADVISOR | 23 | $98K | $0 |