Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Bank of Forest
EIN 64-0157923bankingLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Health & Benefits
0
Participants
126
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 126 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BANK OF FOREST 401(K) PLAN
401(k)
Assets$4.2M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$1.9M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BANK OF FOREST 401(K) PLAN | 401(k) | $4.2M | 60 | 2025 |
| #003 | BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $1.9M | 66 | 2025 |
- #002 · 401(k) · 202560
- #003 · ESOP · 202566
Retirement plans