How big is Forbes and Lomax LLC's plan?

Forbes and Lomax LLC's plan reported $536K in assets and 7 participants for 2024.

Original filing (PDF)20250529141900NAL0004852163001

Forbes and Lomax LLC

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

Form 5500-SF

FILING_RECEIVED

Forbes and Lomax 401(k) Plan

401(k) retirement plan · Forbes and Lomax LLC's Forbes and Lomax 401(k) Plan held $536K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

David Hopwood signed Forbes and Lomax LLC's 2024 Form 5500 as plan administrator.

David Hopwood — 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 and Lomax LLC's EIN is 36-4684569.

EIN 36-4684569

Plan number 001

Plan year 2024

ACK ID 20250529141900NAL0004852163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forbes and Lomax 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 AND LOMAX 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

Helping the score