How big is Forward Financial Credit Union's plan?

Forward Financial Credit Union's plan reported $1.9M in assets and 22 participants for 2024.

Original filing (PDF)20250606110006NAL0035143810001

Forward Financial Credit Union

Name: Forward Financial Credit Union — Forward Financial, Form 5500 (2024)
Creator: Forward Financial Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Financial Credit Union 401(k) Plan and Trust

401(k) retirement plan · Forward Financial Credit Union's Forward Financial Credit Union 401(k) Plan and Trust held $1.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Tammy Young signed Forward Financial Credit Union's 2024 Form 5500 as plan administrator.

Tammy Young — 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

Forward Financial Credit Union's EIN is 39-0812058.

EIN 39-0812058

Plan number 003

Plan year 2024

ACK ID 20250606110006NAL0035143810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forward Financial Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Financial Credit Union's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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