How big is Forrest & Forrest, PLLC's plan?

Forrest & Forrest, PLLC's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20251007121633NAL0004548673001

Forrest & Forrest, PLLC

Name: Forrest & Forrest, PLLC — Forrest & Forrest, PLLC, Form 5500 (2024)
Creator: Forrest & Forrest, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forrest & Forrest, PLLC 401(k) Plan

401(k) retirement plan · Forrest & Forrest, PLLC's Forrest & Forrest, PLLC 401(k) Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Forrest & Forrest, PLLC's EIN is 84-4117918.

EIN 84-4117918

Plan number 001

Plan year 2024

ACK ID 20251007121633NAL0004548673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forrest & Forrest, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forrest & Forrest, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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