How big is Forward Mortgage, LLC's plan?

Forward Mortgage, LLC's plan reported $46K in assets and 6 participants for 2024.

Original filing (PDF)20250923141520NAL0015005762001

Forward Mortgage, LLC

Name: Forward Mortgage, LLC — Forward Mortgage 401(k) Plan, Form 5500 (2024)
Creator: Forward Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Mortgage 401(k) Plan

401(k) retirement plan · Forward Mortgage, LLC's Forward Mortgage 401(k) Plan held $46K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

Plan identifiers

Forward Mortgage, LLC's EIN is 46-2646636.

EIN 46-2646636

Plan number 001

Plan year 2024

ACK ID 20250923141520NAL0015005762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forward Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Mortgage, LLC'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 MORTGAGE, LLC.

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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