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  2. Forbes Insurance Agency

Filings through Oct 24, 2026.

Forbes Insurance Agency

EIN 74-3075468-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Health & Benefits
0
Participants
8
325 8TH STREET SE - ALTOONA, IA 50009515-967-6601
Plans on this EIN
1 filing
#001401(k)-$2.4M - 8 part

Plan summaries

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

Retirement#001

FORBES 401(K) PLAN

401(k)

Assets$2.4M
Participants8
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
#001FORBES 401(K) PLAN401(k)$2.4M82025
  • FORBES 401(K) PLAN$2.4M
    #001 · 401(k) · 20258
Retirement plans
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