How big is Wealth Forward's plan?

Wealth Forward's plan reported $1.9M in assets and 2 participants for 2025.

Original filing (PDF)20260216104015NAL0004958209001

Wealth Forward

Name: Wealth Forward — Wealth Forward 401(k) Plan, Form 5500 (2025)
Creator: Wealth Forward
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Forward 401(k) Plan

401(k) retirement plan · Wealth Forward's Wealth Forward 401(k) Plan held $1.9M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Ryan S BERG signed Wealth Forward's 2025 Form 5500 as plan administrator.

Ryan S BERG — 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

Wealth Forward's EIN is 45-3806252.

EIN 45-3806252

Plan number 001

Plan year 2025

ACK ID 20260216104015NAL0004958209001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wealth Forward'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 WEALTH FORWARD.

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WEALTH FORWARD

EIN

all filings

Address

2632 47TH STREET SOUTH, SUITE 107 · FARGO, ND · 58104

Phone

(701) 293-5789

Industry

Finance & Insurance

Plan administrator