How big is Forest Trends' plan?

Forest Trends' plan reported $5.4M in assets and 22 participants for 2024.

Original filing (PDF)20250602112021NAL0006781059001

Forest Trends

Name: Forest Trends — Forest Trends Retirement Plan, Form 5500 (2024)
Creator: Forest Trends
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forest Trends Retirement Plan

401(k) retirement plan · Forest Trends' Forest Trends Retirement Plan held $5.4M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Ryan Boshart signed Forest Trends' 2024 Form 5500 as plan administrator.

Ryan Boshart — 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 Trends' EIN is 52-2135531.

EIN 52-2135531

Plan number 001

Plan year 2024

ACK ID 20250602112021NAL0006781059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forest Trends' 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 TRENDS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

FOREST TRENDS

EIN

all filings

Address

1203 19TH ST NW FL 4 · WASHINGTON, DC · 20036

Phone

(202) 298-3000

Industry

Other Services (ex. Public Admin)

Plan administrator