How big is Forest Hills Financial Group NY, LLC's plan?

Forest Hills Financial Group NY, LLC's plan reported $1.4M in assets and 17 participants for 2024.

Original filing (PDF)20250801124002NAL0015835074001

Forest Hills Financial Group NY, LLC

Name: Forest Hills Financial Group NY, LLC — Forest Hills, Form 5500 (2024)
Creator: Forest Hills Financial Group NY, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forest Hills Financial Group NY, LLC 401(k) Plan

401(k) retirement plan · Forest Hills Financial Group NY, LLC's Forest Hills Financial Group NY, LLC 401(k) Plan held $1.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Andrea Perlmutter signed Forest Hills Financial Group NY, LLC's 2024 Form 5500 as plan administrator.

Andrea Perlmutter — 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 Hills Financial Group NY, LLC's EIN is 83-1996494.

EIN 83-1996494

Plan number 001

Plan year 2024

ACK ID 20250801124002NAL0015835074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forest Hills Financial Group NY, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forest Hills Financial Group NY, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOREST HILLS FINANCIAL GROUP NY, 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

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 (89th percentile).

Plan sponsor

Name

FOREST HILLS FINANCIAL GROUP NY, LLC

EIN

all filings

Address

118-35 QUEENS BOULEVARD, SUITE 1230 · FOREST HILLS, NY · 11375

Phone

(718) 268-9255

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator