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  2. Forward Financial Group

Filings through Oct 24, 2026.

Sponsor portfolio

Forward Financial Group

EIN 83-3837174-financial services-Latest filing 2025
Plans
1
Retirement
1
$279K assets
Welfare
0
Participants
4
W248N5233 EXECUTIVE DR., SUITE 500 - SUSSEX, WI 53089262-444-5401forwardfg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$279K - 4 part

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Retirement#001

FORWARD FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$279K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORWARD FINANCIAL GROUP 401(K) PLAN401(k)$279K42025
Retirement plans
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