How big is Efficiency Forward, Inc.'s plan?

Efficiency Forward, Inc.'s plan reported $3.6M in assets and 29 participants for 2024.

Original filing (PDF)20250609163416NAL0011136131001

Efficiency Forward, Inc.

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

Form 5500-SF

FILING_RECEIVED

Efficiency Forward Retirement Plan

401(k) retirement plan · Efficiency Forward, Inc.'s Efficiency Forward Retirement Plan held $3.6M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Stephen White signed Efficiency Forward, Inc.'s 2024 Form 5500 as plan administrator.

Stephen White — 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

Efficiency Forward, Inc.'s EIN is 04-3323169.

EIN 04-3323169

Plan number 001

Plan year 2024

ACK ID 20250609163416NAL0011136131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Efficiency Forward, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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