How big is Native Forward Scholars Fund's plan?

Native Forward Scholars Fund's plan reported $1.9M in assets and 25 participants for 2024.

Original filing (PDF)20250721161739NAL0000792835001

Native Forward Scholars Fund

Name: Native Forward Scholars Fund — Native Forward, Form 5500 (2024)
Creator: Native Forward Scholars Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Native Forward Scholars Fund 401(k) Plan

401(k) retirement plan · Native Forward Scholars Fund's Native Forward Scholars Fund 401(k) Plan held $1.9M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Angelique Albert signed Native Forward Scholars Fund's 2024 Form 5500 as plan administrator.

Angelique Albert — 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

Native Forward Scholars Fund's EIN is 85-0222386.

EIN 85-0222386

Plan number 001

Plan year 2024

ACK ID 20250721161739NAL0000792835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Native Forward Scholars Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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