How big is Forest Capital Management, LLC's plan?

Forest Capital Management, LLC's plan reported $1.2M in assets and 9 participants for 2025.

Original filing (PDF)20260504095426NAL0003974433001

Forest Capital Management, LLC

Name: Forest Capital Management, LLC — Forest Capital, Form 5500 (2025)
Creator: Forest Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forest Capital Management, LLC 401(k) Plan

401(k) retirement plan · Forest Capital Management, LLC's Forest Capital Management, LLC 401(k) Plan held $1.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Brian Jessen signed Forest Capital Management, LLC's 2025 Form 5500 as plan administrator.

Brian Jessen — 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 Capital Management, LLC's EIN is 46-5576228.

EIN 46-5576228

Plan number 001

Plan year 2025

ACK ID 20260504095426NAL0003974433001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forest Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forest Capital Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CAPITAL MANAGEMENT, 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