How big is Forest Asset Management, LLC's plan?

Forest Asset Management, LLC's plan reported $4.4M in assets and 3 participants for 2024.

Original filing (PDF)20250721113257NAL0002984210001

Forest Asset Management, LLC

Name: Forest Asset Management, LLC — Forest Asset, Form 5500 (2024)
Creator: Forest Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forest Asset Management, LLC 401(k) Plan

401(k) retirement plan · Forest Asset Management, LLC's Forest Asset Management, LLC 401(k) Plan held $4.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Leo J Wayman signed Forest Asset Management, LLC's 2024 Form 5500 as plan administrator.

Leo J Wayman — 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

Forest Asset Management, LLC's EIN is 20-4205544.

EIN 20-4205544

Plan number 001

Plan year 2024

ACK ID 20250721113257NAL0002984210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forest Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOREST ASSET MANAGEMENT, LLC.

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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