· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FOREST FARMERS LLC — THE FOREST FARMERS LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718150755NAL0000923763001
FOREST FARMERS LLC
Form 5500-SF
FILING_RECEIVED
THE FOREST FARMERS LLC 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
11
Plan assets (EOY)
$210K
Net assets (EOY)
$210K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FOREST FARMERS LLC
.
Find decision makers
Plan sponsor
Name
FOREST FARMERS LLC
EIN
47-4944459
Address
PO BOX 812005 · WELLESLEY, MA · 02482
Phone
(617) 365-6553
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
AMC FARMS LLC
AMC FARMS LLC 401(K) PLAN
$209K · 44 participants
PALAZZO FARMING, INC.
PALAZZO FARMING, INC. 401K PLAN
$212K · 4 participants
BEANS GREENWOOD MARINA
BEAN'S GREENWOOD MARINA 401(K) & PROFIT SHARING PLAN
$208K · 4 participants
SOL WEST FARMS
SOL WEST FARMS 401K PLAN & TRUST
$206K · 12 participants
BERG FARM ENTERPRISES
BERG FARM ENTERPRISES 401(K) PLAN
$215K · 5 participants
80
Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RMF INC
RMF INC PROFIT SHARING PLAN
$205K · 6 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
