How big is Forward Square Software Soluti's plan?

Forward Square Software Soluti's plan reported $693K in assets and 1 participants for 2024.

Original filing (PDF)20250403102641NAL0005732627001

Forward Square Software Soluti

Name: Forward Square Software Soluti — Forward Square, Form 5500 (2024)
Creator: Forward Square Software Soluti
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Square Software Soluti 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Forward Square Software Soluti's Forward Square Software Soluti 401(k) Profit Sharing Plan & Trust held $693K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

People on this filing

Paul Wright signed Forward Square Software Soluti's 2024 Form 5500 as plan administrator.

Paul Wright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forward Square Software Soluti's EIN is 01-0847936.

EIN 01-0847936

Plan number 001

Plan year 2024

ACK ID 20250403102641NAL0005732627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forward Square Software Soluti from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Square Software Soluti's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORWARD SQUARE SOFTWARE SOLUTI.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score