Filings through .
Forusall Advisors LLC
Matched across 13 name variants in the filings
Forusall Advisors LLC summary
Forusall Advisors LLC appears on 53 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $705M in assets for 23,403 participants. The median client plan holds $9.0M. Most client plans are sponsored in CA, GA and NY. The largest clients by plan assets are Remington & Vernick Engineers II Inc., Northstrat, Inc. and Skydio Inc.. Plans reported $1.8M in direct and indirect compensation paid to Forusall Advisors LLC. The median is $25K per plan.
- Participants
- 23,403
- Median plan assets
- $9.0M
- Median plan participants
- 235
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Remington & Vernick Engineers II Inc. | NJ | $100.0M | 660 |
| Northstrat, Inc. | VA | $71.6M | 221 |
| Skydio Inc. | CA | $44.0M | 1,068 |
| Digital Currency Group, Inc. | CT | $42.5M | 541 |
| Mobis North America, LLC, plan 004 | OH | $35.2M | 475 |
| Blue Bottle Coffee, LLC | CA | $24.7M | 3,531 |
| Mobis North America, LLC, plan 002 | OH | $22.5M | 341 |
| Flood, Bumstead, McCready, & McCarthy, Inc. | TN | $20.5M | 235 |
| Applied Software Technology, LLC. | GA | $19.2M | 225 |
| Juno Investments LLC | NY | $17.8M | 521 |
| Zaheri Group | CA | $16.7M | 460 |
| Opus 12, Inc. | CA | $15.1M | 308 |
| Das Talent, LLC | FL | $15.0M | 279 |
| Kruger Pulp and Paper Sales Inc | - | $14.7M | 326 |
| Garner Industries, LLC | NE | $14.5M | 135 |
| Pedalpoint Mdsi, LLC | GA | $14.4M | 231 |
| Dolan Enterprises, Inc. Dba Dolan Toyota | NV | $14.2M | 811 |
| Black Diamond Electric, Inc. | CA | $13.8M | 521 |
| Fictiv | CA | $13.7M | 202 |
| Mdsi | GA | $13.2M | 223 |
| Smartbiz Bank, N.A. | CA | $12.5M | 248 |
| Indianhead Foodservice Distributor, Inc. | WI | $10.4M | 310 |
| Bolt Threads, Inc. | CA | $10.0M | 193 |
| Legion Technologies Inc | CA | $9.8M | 147 |
| M9 Solutions, LLC | VA | $9.7M | 121 |
- NJParticipants 660
- Northstrat, Inc.$71.6MVAParticipants 221
- Skydio Inc.$44.0MCAParticipants 1,068
- CTParticipants 541
- OHParticipants 475
- Blue Bottle Coffee, LLC$24.7MCAParticipants 3,531
- OHParticipants 341
- TNParticipants 235
- GAParticipants 225
- Juno Investments LLC$17.8MNYParticipants 521
- Zaheri Group$16.7MCAParticipants 460
- Opus 12, Inc.$15.1MCAParticipants 308
- Das Talent, LLC$15.0MFLParticipants 279
- -Participants 326
- Garner Industries, LLC$14.5MNEParticipants 135
- Pedalpoint Mdsi, LLC$14.4MGAParticipants 231
- NVParticipants 811
- CAParticipants 521
- Fictiv$13.7MCAParticipants 202
- Mdsi$13.2MGAParticipants 223
- Smartbiz Bank, N.A.$12.5MCAParticipants 248
- WIParticipants 310
- Bolt Threads, Inc.$10.0MCAParticipants 193
- CAParticipants 147
- M9 Solutions, LLC$9.7MVAParticipants 121
Top client states
- CA19 plans
- GA3 plans
- NY3 plans
- OH3 plans
- VA3 plans
Frequently asked questions
- Who uses Forusall Advisors LLC?
- 53 retirement plans list Forusall Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Remington & Vernick Engineers II Inc., Northstrat, Inc., Skydio Inc., Digital Currency Group, Inc. and Mobis North America, LLC. Most client plans are sponsored in CA, GA and NY.
- How many plans does Forusall Advisors LLC serve?
- Forusall Advisors LLC serves 53 retirement plans with $705M in plan assets and 23,403 participants, based on the latest Form 5500 filings through 2024.
- What does Forusall Advisors LLC charge?
- Plans reported $1.8M in total Schedule C compensation paid to Forusall Advisors LLC. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Forusall Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 26 |
| Charles Schwab | 19 |
| Fidelity (FMR) | 12 |
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 26 |
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.