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  1. Companies/
  2. Forward Financial Intelligence,

Filings through Oct 24, 2026.

Sponsor portfolio

Forward Financial Intelligence,

EIN 86-1186356-financial services-Latest filing 2025
Plans
1
Retirement
1
$492K assets
Welfare
0
Participants
17
113 4TH ST NE, SUITE 100 - CHARLOTTSVILLE, VA 22902540-850-5811fwdfi.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$492K - 17 part

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Retirement#001

FFI 401K PLAN

401(k)

Assets$492K
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FFI 401K PLAN401(k)$492K172025
Retirement plans
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