How big is J Forrest Group's plan?

J Forrest Group's plan reported $851K in assets and 7 participants for 2024.

Original filing (PDF)20251010151214NAL0013397072001

J Forrest Group

Name: J Forrest Group — J Forrest Group 401(k) Retirement, Form 5500 (2024)
Creator: J Forrest Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Forrest Group 401(k) Retirement Savings Plan

401(k) retirement plan · J Forrest Group's J Forrest Group 401(k) Retirement Savings Plan held $851K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

People on this filing

Jason Forrest signed J Forrest Group's 2024 Form 5500 as plan administrator.

Jason Forrest — 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

J Forrest Group's EIN is 27-4238649.

EIN 27-4238649

Plan number 001

Plan year 2024

ACK ID 20251010151214NAL0013397072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Forrest Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Forrest Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J FORREST 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

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 (99th percentile).

Plan sponsor

Name

J FORREST GROUP

EIN

all filings

Address

212 S MAIN · SUITE # 200 · FORT WORTH, TX · 76104

Phone

(817) 402-7720

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator