How big is Forward Wellness, Inc.'s plan?

Forward Wellness, Inc.'s plan reported $138K in assets and 11 participants for 2025.

Original filing (PDF)20260422220825NAL0008842626096

Forward Wellness, Inc.

Name: Forward Wellness, Inc. — Forward Wellness 401(k), Form 5500 (2025)
Creator: Forward Wellness, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Wellness 401(k) Plan

401(k) retirement plan · Forward Wellness, Inc.'s Forward Wellness 401(k) Plan held $138K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

Plan identifiers

Forward Wellness, Inc.'s EIN is 81-3404056.

EIN 81-3404056

Plan number 001

Plan year 2025

ACK ID 20260422220825NAL0008842626096

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forward Wellness, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forward Wellness, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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