How big is Forward Management, Inc.'s plan?

Forward Management, Inc.'s plan reported $12.4M in assets and 66 participants for 2025.

Original filing (PDF)20260406132348NAL0013474018001

Forward Management, Inc.

Name: Forward Management, Inc. — Forward Management, Inc., Form 5500 (2025)
Creator: Forward Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Management, Inc. 401(k) Plan

401(k) retirement plan · Forward Management, Inc.'s Forward Management, Inc. 401(k) Plan held $12.4M in plan assets for 66 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Dan Schmidt signed Forward Management, Inc.'s 2025 Form 5500 as plan administrator.

Dan Schmidt — 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 Management, Inc.'s EIN is 39-1620297.

EIN 39-1620297

Plan number 001

Plan year 2025

ACK ID 20260406132348NAL0013474018001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forward Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forward Management, Inc.'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 FORWARD MANAGEMENT, INC..

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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