How big is Forest Hills Wealth, LLC's plan?

Forest Hills Wealth, LLC's plan reported $905K in assets and 3 participants for 2024.

Original filing (PDF)20250701114626NAL0018428848001

Forest Hills Wealth, LLC

Name: Forest Hills Wealth, LLC — Forest Hills Wealth, LLC, Form 5500 (2024)
Creator: Forest Hills Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forest Hills Wealth, LLC Retirement Trust

401(k) retirement plan · Forest Hills Wealth, LLC's Forest Hills Wealth, LLC Retirement Trust held $905K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

People on this filing

Benjamin Waibel signed Forest Hills Wealth, LLC's 2024 Form 5500 as plan administrator.

Benjamin Waibel — 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 Hills Wealth, LLC's EIN is 46-2660629.

EIN 46-2660629

Plan number 001

Plan year 2024

ACK ID 20250701114626NAL0018428848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forest Hills Wealth, 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 FOREST HILLS WEALTH, 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