Forvis Wealth Advisors, LLC
Kansas City, MO
Forvis Wealth Advisors, LLC of Kansas City, MO is the broker of record on 13 Form 5500 Schedule A filings covering 7 employer benefit plans across 4 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Forvis Wealth Advisors, LLC (Kansas City, MO) is the broker of record for 7 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Forvis Wealth Advisors, LLC have?
- Forvis Wealth Advisors, LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 4 states.
- Who are Forvis Wealth Advisors, LLC's largest employer clients?
- By plan participants, the largest include Commercial Plastics Company (514 participants) and Wight & Company (211 participants).
- Where is Forvis Wealth Advisors, LLC located?
- Forvis Wealth Advisors, LLC is based in Kansas City, MO and has employer clients in 4 states.
- How does Forvis Wealth Advisors, LLC rank among benefits brokers in Missouri?
- Forvis Wealth Advisors, LLC ranks #47 by employer clients among the 50 most active benefits brokers based in Missouri.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Forvis Wealth Advisors, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Commercial Plastics Company | IL | 514 | 2025-12-31 |
| Wight & Company | IL | 211 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.