Plan Snapshot
- Plan Sponsor: Forbes Asset Management INC.
- Sponsor EIN: 472410550
- Sponsor Address: 36 HALESITE DRIVE, SOUND BEACH, NY, 117892431
- Plan Type: DC
- Total Participants: 1
- Total Assets: $166,307
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $166,307 | $0 | $0 |
| 2024 | 1 | $506,482 | $0 | $0 |
| 2023 | 1 | $142,933 | $0 | $0 |
| 2022 | 1 | $70,237 | $0 | $0 |