Original filing (PDF)20250226102206NAL0000953057001

FORRESTER ENTERPRISES, INC. DBA ANCHOR MOVING

Name: FORRESTER ENTERPRISES, INC. DBA ANCHOR MOVING — FORRESTER ENTERPRISES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: FORRESTER ENTERPRISES, INC. DBA ANCHOR MOVING

Form 5500-SF

FILING_RECEIVED

FORRESTER ENTERPRISES, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORRESTER ENTERPRISES, INC. DBA ANCHOR MOVING.

Plan sponsor

Name

FORRESTER ENTERPRISES, INC. DBA ANCHOR MOVING

EIN

39-1312422

Address

W144 N5800 SHAWN CIRCLE · MENOMONEE FALLS, WI · 53051

Phone

(262) 293-2529

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator