How big is Think Forward Financial Group's plan?

Think Forward Financial Group's plan reported $324K in assets and 3 participants for 2025.

Original filing (PDF)20260505142229NAL0001407680001

Think Forward Financial Group

Name: Think Forward Financial Group — Think Forward, Form 5500 (2025)
Creator: Think Forward Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Think Forward Financial Group 401(k) Plan

401(k) retirement plan · Think Forward Financial Group's Think Forward Financial Group 401(k) Plan held $324K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

Plan identifiers

Think Forward Financial Group's EIN is 26-4276663.

EIN 26-4276663

Plan number 001

Plan year 2025

ACK ID 20260505142229NAL0001407680001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Think Forward Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Think Forward Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THINK FORWARD FINANCIAL GROUP.

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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