How big is Forthright Financial Planning's plan?

Forthright Financial Planning's plan reported $177K in assets and 1 participants for 2024.

Original filing (PDF)20250507164421NAL0010906513001

Forthright Financial Planning

Name: Forthright Financial Planning — Forthright Financial, Form 5500 (2024)
Creator: Forthright Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forthright Financial Planning 401(k)

401(k) retirement plan · Forthright Financial Planning's Forthright Financial Planning 401(k) held $177K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

Troy Oates signed Forthright Financial Planning's 2024 Form 5500 as plan administrator.

Troy Oates — 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

Forthright Financial Planning's EIN is 47-5428619.

EIN 47-5428619

Plan number 001

Plan year 2024

ACK ID 20250507164421NAL0010906513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forthright Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forthright Financial Planning'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 FORTHRIGHT FINANCIAL PLANNING.

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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 (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FORTHRIGHT FINANCIAL PLANNING

EIN

all filings

Address

352 1/2 WEST STATE ST · SYCAMORE, IL · 60178

Phone

(815) 895-8885

Industry

Finance & Insurance

Plan administrator