How big is Forward Financial Group's plan?

Forward Financial Group's plan reported $279K in assets and 4 participants for 2025.

Original filing (PDF)20260508084130NAL0002955363001

Forward Financial Group

Name: Forward Financial Group — Forward Financial Group, Form 5500 (2025)
Creator: Forward Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Financial Group 401(k) Plan

401(k) retirement plan · Forward Financial Group's Forward Financial Group 401(k) Plan held $279K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

GREG ALFT signed Forward Financial Group's 2025 Form 5500 as plan administrator.

GREG ALFT — 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 Group's EIN is 83-3837174.

EIN 83-3837174

Plan number 001

Plan year 2025

ACK ID 20260508084130NAL0002955363001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Forward Financial Group'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 FORWARD FINANCIAL GROUP.

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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