How big is Forest History Society Inc.'s plan?

Forest History Society Inc.'s plan reported $2.9M in assets and 6 participants for 2024.

Original filing (PDF)20250724163627NAL0012445682001

Forest History Society Inc.

Name: Forest History Society Inc. — Forest History Society, Form 5500 (2024)
Creator: Forest History Society Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forest History Society Defined Contribution Retirement Plan

403(b) retirement plan · Forest History Society Inc.'s Forest History Society Defined Contribution Retirement Plan held $2.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Tania MUNZ signed Forest History Society Inc.'s 2024 Form 5500 as plan administrator.

Tania MUNZ — 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

Forest History Society Inc.'s EIN is 41-0762363.

EIN 41-0762363

Plan number 001

Plan year 2024

ACK ID 20250724163627NAL0012445682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forest History Society Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forest History Society Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOREST HISTORY SOCIETY 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

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 (99th percentile).

Plan sponsor

Name

FOREST HISTORY SOCIETY INC

EIN

all filings

Address

2925 ACADEMY RD · DURHAM, NC · 277059311

Phone

(919) 682-9319

Industry

Educational Services

Plan administrator