What public Form 5500 filings show about the Forward Financial Credit Union 401(k) plan — and how to find and check your own account.
Forward Financial Credit Union (EIN 39-0812058) reports FORWARD FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST on its most recent Form 5500, with $1.9M in plan assets across 22 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Forward Financial Credit Union filing — schedules, fees, and providers.
Forward Financial Credit Union’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Forward Financial Credit UnionHR for the recordkeeper’s name and login.
