How big is Forster Financial, Inc.'s plan?

Forster Financial, Inc.'s plan reported $63K in assets and 6 participants for 2024.

Original filing (PDF)20250618114003NAL0001372371001

Forster Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Forster Financial Retirement Plan

401(k) retirement plan · Forster Financial, Inc.'s Forster Financial Retirement Plan held $63K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

Plan identifiers

Forster Financial, Inc.'s EIN is 84-3366635.

EIN 84-3366635

Plan number 001

Plan year 2024

ACK ID 20250618114003NAL0001372371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forster Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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