How big is The Forrest Group LLC's plan?

The Forrest Group LLC's plan reported $103K in assets and 7 participants for 2025.

Original filing (PDF)20260430220650NAL0000225491074

The Forrest Group LLC

Name: The Forrest Group LLC — The Forrest Group 401(k), Form 5500 (2025)
Creator: The Forrest Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Forrest Group 401(k) Plan

401(k) retirement plan · The Forrest Group LLC's The Forrest Group 401(k) Plan held $103K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

Plan identifiers

The Forrest Group LLC's EIN is 85-2786010.

EIN 85-2786010

Plan number 001

Plan year 2025

ACK ID 20260430220650NAL0000225491074

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Forrest Group LLC'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 THE FORREST GROUP 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