How big is Ecotrust Forest Management Inc.'s plan?

Ecotrust Forest Management Inc.'s plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250811075931NAL0020210274001

Ecotrust Forest Management Inc.

Name: Ecotrust Forest Management Inc. — EFMI Retirement, Form 5500 (2024)
Creator: Ecotrust Forest Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EFMI Retirement Plan

401(k) retirement plan · Ecotrust Forest Management Inc.'s EFMI Retirement Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Ecotrust Forest Management Inc.'s EIN is 20-2422979.

EIN 20-2422979

Plan number 001

Plan year 2024

ACK ID 20250811075931NAL0020210274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ecotrust Forest Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ECOTRUST FOREST MANAGEMENT INC.

EIN

all filings

Address

721 NW 9TH AVENUE · SUITE 230 · PORTLAND, OR · 97209

Phone

(503) 467-0829

Industry

Finance & Insurance

Plan administrator