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Original filing (PDF)20231016110700NAL0075505090001
FORBRIGHT BANK
Form 5500
FILING_RECEIVED
FORBRIGHT BANK 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
28 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORBRIGHT BANK.
Plan sponsor
Name
FORBRIGHT BANK
EIN
43-2022906
Address
4445 WILLARD AVE, SUITE 1000 · CHEVY CHASE, MD · 20815
Phone
(301) 299-8810
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-01-31
Filed
2023-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST AND YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | 35-2552359 | — | ADVISOR | $21K | — |
Investments
28 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BR EAFE EQUITY INDEX WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3002484 / PN 232 | Common Collective Trust | $0 | — |
| FLEXPATH+CON 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3018134 / PN 233 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3170652 / PN 237 | Common Collective Trust | $0 | — |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2950747 / PN 229 | Common Collective Trust | $0 | — |
| FLEXPATH+CON 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2961375 / PN 230 | Common Collective Trust | $0 | — |
| MID CAP GROWTH I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2851418 / PN 226 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 234 | Common Collective Trust | $0 | — |
| FLEXPATH+CON 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3144367 / PN 236 | Common Collective Trust | $0 | — |
| FLEXPATH+CON 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3216409 / PN 239 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3071639 / PN 235 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2836296 / PN 225 | Common Collective Trust | $0 | — |
| FLEXPATH+CON RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2916729 / PN 227 | Common Collective Trust | $0 | — |
| BLKRK EQUITY INDEX WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $0 | — |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| SMALL CAP VAL II I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | $0 | — |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | — |
| FLEXPATH+MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3188067 / PN 238 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2935740 / PN 228 | Common Collective Trust | $0 | — |
| FLEXPATH+AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 231 | Common Collective Trust | $0 | — |
| INTERNATIONAL EQ I1 WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | $0 | — |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
| BR US DEBT INDEX WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | $0 | — |
| SMALL CAP GR II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | $0 | — |
| MID CAP VALUE FEE I1 WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | — |
| LARGE CAP GRTH II I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | — |
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