How big is Forefathers LLC's plan?

Forefathers LLC's plan reported $138K in assets and 6 participants for 2024.

Original filing (PDF)20251010111514NAL0017757650001

Forefathers LLC

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

Form 5500-SF

FILING_RECEIVED

Forefathers 401(k) Plan

401(k) retirement plan · Forefathers LLC's Forefathers 401(k) Plan held $138K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Richard Tatum signed Forefathers LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Forefathers LLC's EIN is 36-4582656.

EIN 36-4582656

Plan number 001

Plan year 2024

ACK ID 20251010111514NAL0017757650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forefathers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (100th percentile).

Plan sponsor

Name

FOREFATHERS LLC

EIN

all filings

Address

1544 E GRAND CANYON DRIVE · CHANDLER, AZ · 85249

Phone

(480) 620-5771

Industry

Accommodation & Food Services

Plan administrator