How big is Level Forward Inc.'s plan?

Level Forward Inc.'s plan reported $160K in assets and 9 participants for 2024.

Original filing (PDF)20250723164755NAL0009291154001

Level Forward Inc.

Name: Level Forward Inc. — Level Forward Inc. - 401(k), Form 5500 (2024)
Creator: Level Forward Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Level Forward Inc. - 401(k)

401(k) retirement plan · Level Forward Inc.'s Level Forward Inc. - 401(k) held $160K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

People on this filing

Shirley Horner signed Level Forward Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Level Forward Inc.'s EIN is 82-3703258.

EIN 82-3703258

Plan number 001

Plan year 2024

ACK ID 20250723164755NAL0009291154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEVEL FORWARD INC.

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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