Forward Financial Intelligence,

Shirley Horner signed Forward Financial Intelligence,'s 2024 Form 5500 as plan administrator.

• Shirley Horner — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Forward Financial Intelligence,'s EIN is 86-1186356.

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

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