How big is Forward Management Long Beach Inc.'s plan?

Forward Management Long Beach Inc.'s plan reported $2K in assets and 5 participants for 2024.

Original filing (PDF)20250718100619NAL0001546673001

Forward Management Long Beach Inc.

Name: Forward Management Long Beach Inc. — Keller Williams, Form 5500 (2024)
Creator: Forward Management Long Beach Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller Williams Pacific Estates Realty 401(k) Plan

401(k) retirement plan · Forward Management Long Beach Inc.'s Keller Williams Pacific Estates Realty 401(k) Plan held $2K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Marcus Bowie signed Forward Management Long Beach Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Long Beach Inc.'s EIN is 45-2033148.

EIN 45-2033148

Plan number 001

Plan year 2024

ACK ID 20250718100619NAL0001546673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forward Management Long Beach Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Management Long Beach Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LONG BEACH 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