How big is Forward Financial Partners LLC's plan?

Forward Financial Partners LLC's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250210134257NAL0035104914001

Forward Financial Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Forward Financial Partners LLC 401(k) Plan

401(k) retirement plan · Forward Financial Partners LLC's Forward Financial Partners LLC 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Paul Nowak signed Forward Financial Partners LLC's 2024 Form 5500 as plan administrator.

Paul Nowak — 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

Forward Financial Partners LLC's EIN is 81-1497598.

EIN 81-1497598

Plan number 001

Plan year 2024

ACK ID 20250210134257NAL0035104914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Financial Partners 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 FORWARD FINANCIAL PARTNERS 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