· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEW FORESTS INC. — NEW FORESTS INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421151436NAL0003100065001
NEW FORESTS INC.
Form 5500-SF
FILING_RECEIVED
NEW FORESTS INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
25
Accounts w/ balance
34
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEW FORESTS INC.
.
Find decision makers
Plan sponsor
Name
NEW FORESTS INC.
EIN
20-8492722
Address
150 SPEAR ST · STE 1350 · SAN FRANCISCO, CA · 94105
Phone
(415) 769-0523
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-21
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
AVANCE INVESTMENT MANAGEMENT, LLC
AVANCE INVESTMENT MANAGEMENT 401(K) PLAN
$3.1M · 23 participants
BRENDA FRIEDLANDER DBA
SPECTRUM FINANCIAL MANAGEMENT PROFIT SHARING PLAN
$3.1M · 4 participants
RETIREMENT & 401(K) PLAN ADVISORS, LLC
SCOTT LEVERENZ RETIREMENT PLAN
$3.1M · 3 participants
DOHERTY FINANCIAL SERVICES
DOHERTY FINANCIAL SERVICES, LLC 401(K) PLAN
$3.1M · 6 participants
FISHER WEALTH MANAGEMENT INC
FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 16 participants
SCOTT C. GILES
SCOTT GILES 401(K) PLAN
$3.1M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
