How big is Forward Real Estate Services' plan?

Forward Real Estate Services' plan reported $470K in assets and 4 participants for 2024.

Original filing (PDF)20251010111519NAL0007584817001

Forward Real Estate Services

Name: Forward Real Estate Services — Forward Real Estate, Form 5500 (2024)
Creator: Forward Real Estate Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forward Real Estate Services 401(k) Plan

401(k) retirement plan · Forward Real Estate Services' Forward Real Estate Services 401(k) Plan held $470K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

Richard Tatum signed Forward Real Estate Services' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Forward Real Estate Services' EIN is 86-2385861.

EIN 86-2385861

Plan number 001

Plan year 2024

ACK ID 20251010111519NAL0007584817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forward Real Estate Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forward Real Estate Services' 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 FORWARD REAL ESTATE SERVICES.

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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