How big is Forward Beverly Hills, Inc.'s plan?

Forward Beverly Hills, Inc.'s plan reported $21K in assets and 12 participants for 2024.

Original filing (PDF)20250718102138NAL0002821538001

Forward Beverly Hills, Inc.

Name: Forward Beverly Hills, Inc. — Keller Williams Realty, Form 5500 (2024)
Creator: Forward Beverly Hills, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller Williams Realty - Beverly Hills 401(k) Plan

401(k) retirement plan · Forward Beverly Hills, Inc.'s Keller Williams Realty - Beverly Hills 401(k) Plan held $21K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Marcus Bowie signed Forward Beverly Hills, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Beverly Hills, Inc.'s EIN is 20-0998775.

EIN 20-0998775

Plan number 001

Plan year 2024

ACK ID 20250718102138NAL0002821538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Beverly Hills, Inc.'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 BEVERLY HILLS, INC..

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Plan health score

Above-average plan

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

Knocking points off