Filings through .
Forest Capital Management LLC
Matched across 11 name variants in the filings
Forest Capital Management LLC summary
Forest Capital Management LLC appears on 42 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.3B in assets for 44,551 participants. The median client plan holds $25.4M. Most client plans are sponsored in IL, PA and CA. The largest clients by plan assets are Rate Holdings Corp., Wheels, LLC and Covenant Aviation Security, LLC. Plans reported $2.2M in direct and indirect compensation paid to Forest Capital Management LLC. The median is $39K per plan.
- Participants
- 44,551
- Median plan assets
- $25.4M
- Median plan participants
- 497
- Median fees per plan
- $39K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Rate Holdings Corp. | IL | $620M | 9,051 |
| Wheels, LLC | IL | $306M | 2,784 |
| Covenant Aviation Security, LLC | IL | $123M | 3,097 |
| Pointclickcare Technologies USA Corp. | UT | $119M | 1,236 |
| Avma Life Trust, LLC | IL | $100M | 5,188 |
| Dental Assoc. Family and Specialty Care | WI | $87.5M | 1,129 |
| Harmony Foods, LLC | CO | $85.1M | 1,412 |
| Community Psychiatry Management, LLC | CA | $81.6M | 1,552 |
| Los Angeles Dodgers LLC | CA | $65.9M | 833 |
| Land O'Frost, Inc. | IL | $59.4M | 1,738 |
| Dailypay, LLC | NY | $57.9M | 1,380 |
| Miniat Holdings LLC | IL | $55.0M | 241 |
| Hero Digital, LLC | IL | $50.5M | 763 |
| Odyssey Holdings Ltd. | IL | $46.0M | 1,304 |
| Carnegie Learning, Inc. | PA | $43.0M | 603 |
| Union Partners I LLC | IL | $42.5M | 652 |
| Remed Holdings, LLC | PA | $37.1M | 1,345 |
| Ig US Holdings, Inc. | IL | $36.3M | 373 |
| Amount, Inc. | IL | $33.4M | 358 |
| NDT Global, LLC | TX | $31.6M | 502 |
| Vanee Foods Company | IL | $25.8M | 315 |
| G Treasury SS, LLC | IL | $24.9M | 196 |
| Foodchain Id Group, Inc. | IA | $24.2M | 302 |
| Csa Service Solutions, LLC | OH | $17.3M | 492 |
| Museum of Contemporary Art | IL | $10.1M | 219 |
- Rate Holdings Corp.$620MILParticipants 9,051
- Wheels, LLC$306MILParticipants 2,784
- ILParticipants 3,097
- UTParticipants 1,236
- Avma Life Trust, LLC$100MILParticipants 5,188
- WIParticipants 1,129
- Harmony Foods, LLC$85.1MCOParticipants 1,412
- CAParticipants 1,552
- Los Angeles Dodgers LLC$65.9MCAParticipants 833
- Land O'Frost, Inc.$59.4MILParticipants 1,738
- Dailypay, LLC$57.9MNYParticipants 1,380
- Miniat Holdings LLC$55.0MILParticipants 241
- Hero Digital, LLC$50.5MILParticipants 763
- Odyssey Holdings Ltd.$46.0MILParticipants 1,304
- Carnegie Learning, Inc.$43.0MPAParticipants 603
- Union Partners I LLC$42.5MILParticipants 652
- Remed Holdings, LLC$37.1MPAParticipants 1,345
- Ig US Holdings, Inc.$36.3MILParticipants 373
- Amount, Inc.$33.4MILParticipants 358
- NDT Global, LLC$31.6MTXParticipants 502
- Vanee Foods Company$25.8MILParticipants 315
- G Treasury SS, LLC$24.9MILParticipants 196
- Foodchain Id Group, Inc.$24.2MIAParticipants 302
- OHParticipants 492
- ILParticipants 219
Top client states
- IL20 plans
- PA4 plans
- CA3 plans
- FL2 plans
- TX2 plans
Frequently asked questions
- Who uses Forest Capital Management LLC?
- 42 retirement plans list Forest Capital Management LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Rate Holdings Corp., Wheels, LLC, Covenant Aviation Security, LLC, Pointclickcare Technologies USA Corp. and Avma Life Trust, LLC. Most client plans are sponsored in IL, PA and CA.
- How many plans does Forest Capital Management LLC serve?
- Forest Capital Management LLC serves 42 retirement plans with $2.3B in plan assets and 44,551 participants, based on the latest Form 5500 filings through 2024.
- What does Forest Capital Management LLC charge?
- Plans reported $2.2M in total Schedule C compensation paid to Forest Capital Management LLC. The median plan paid $39K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served42+8 YoYRank #507 of mapped providers
Assets under administration$2.3B0.0%Rank #4260 by share of filed assets
Fees received$2MMedian $38,591/planSum across Schedule C direct + indirect
Net wins YoY-18 won - 9 lostPlan-level switch detection
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