# Forbes, Hever & Wallace, INC. 401(k) Plan
Source: https://planprovider.pro/companies/forbes-hever-wallace-inc-401k-plan

> Forbes, Hever & Wallace, INC.'s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forbes, Hever & Wallace, INC.

- **Sponsor EIN:** 760177220

- **Sponsor Address:** 800 FREEPORT PKWY, COPPELL, TX, 75019

- **Plan Type:** 401(k)

- **Total Participants:** 16

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|16|$5.6M|$116,928|$150,769|

| 2023|14|$5.1M|$218,181|$156,403|

| 2022|12|$4.4M|$219,012|$139,912|

## Similar Plans

- [Connex Systems, INC.](https://planprovider.pro/companies/connex-systems-inc-plan) — 19 participants

- [Mcdc Ventures, INC. Dba Five Star Painting](https://planprovider.pro/companies/mcdc-ventures-inc-dba-five-star-painting-401k-plan) — 11 participants

- [The Armamentarium, INC.](https://planprovider.pro/companies/the-armamentarium-inc-plan) — 24 participants

- [Forging Rht, LP](https://planprovider.pro/companies/forging-rht-lp-plan) — 6 participants

- [Archive Supplies, INC.](https://planprovider.pro/companies/archive-supplies-inc-plan) — 26 participants

- [Dacemi, INC.](https://planprovider.pro/companies/dacemi-inc-401k-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/forbes-hever-wallace-inc-401k-plan)

© 2026 PlanProvider.Pro