· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORWARD RISK AND INTELLIGENCE INC — FORWARD RISK AND INTELLIGENCE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423220451NAL0004269651060
FORWARD RISK AND INTELLIGENCE INC
Form 5500-SF
FILING_RECEIVED
FORWARD RISK AND INTELLIGENCE 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
42
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FORWARD RISK AND INTELLIGENCE INC
.
Find decision makers
Plan sponsor
Name
FORWARD RISK AND INTELLIGENCE INC
EIN
92-1284993
Address
1010 WISCONSIN AVE. NW · STE. 710 · WASHINGTON, DC · 20007
Phone
(864) 415-1636
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
OPTICA CONSULTING INC
OPTICA CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 11 participants
RISING TIDE OF FLORIDA, INC.
RISING TIDE OF FLORIDA, INC. 401(K) PLAN
$1.4M · 2 participants
NEOTEK ENERGY, INC.
NEOTEK ENERGY, INC. RETIREMENT TRUST
$1.4M · 11 participants
BRUCE AND BRUCE COMPANY
BRUCE AND BRUCE COMPANY 401(K) PLAN
$1.4M · 6 participants
LESAR DEVELOPMENT CONSULTANTS
LESAR DEVELOPMENT CONSULTANTS 401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 21 participants
NARWHAL MET. LLC
NARWHAL MET 401(K) PLAN
$1.4M · 31 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
