How big is Forbes Management LLC's plan?

Forbes Management LLC's plan reported $520K in assets and 25 participants for 2024.

Original filing (PDF)20250630193754NAL0017771648001

Forbes Management LLC

Name: Forbes Management LLC — Forbes Management LLC 401(k), Form 5500 (2024)
Creator: Forbes Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forbes Management LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Forbes Management LLC's Forbes Management LLC 401(k) Profit Sharing Plan and Trust held $520K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

People on this filing

Shirley Horner signed Forbes Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Forbes Management LLC's EIN is 23-2906672.

EIN 23-2906672

Plan number 001

Plan year 2024

ACK ID 20250630193754NAL0017771648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forbes Management LLC'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 FORBES 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

Knocking points off