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  2. Forest Investment Associates, LLC

Filings through Oct 24, 2026.

Forest Investment Associates, LLC

EIN 26-0645472-investment management-Latest filing 2025
Plans
1
Retirement
1
$32.1M assets
Health & Benefits
0
Participants
75
15 PIEDMONT CENTER, SUITE 1250 - ATLANTA, GA 30305404-495-8582forestinvest.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$32.1M - 75 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FOREST INVESTMENT ASSOCIATES, LLC 401(K) RETIREMENT PLAN

401(k)

Assets$32.1M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FOREST INVESTMENT ASSOCIATES, LLC 401(K) RETIREMENT PLAN401(k)$32.1M752025
  • FOREST INVESTMENT ASSOCIATES, LLC 401(K) RETIREMENT PLAN$32.1M
    #001 · 401(k) · 202575
Retirement plans
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