# Forester Capital, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/forester-capital-l-l-c-401k-plan

> Forester Capital, L.L.C.&#39;s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forester Capital, L.L.C.

- **Sponsor EIN:** 134079777

- **Sponsor Address:** 700 CANAL STREET, STAMFORD, CT, 06902

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

- **Total Participants:** 7

- **Total Assets:** $4.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|7|$4.0M|$0|$40,428|

| 2023|7|$4.0M|$0|$91,780|

| 2022|17|$3.4M|$0|$169,791|

## Similar Plans

- [Jgb Management INC.](https://planprovider.pro/companies/jgb-management-inc-401k-plan) — 7 participants

- [Stadium Capital Management, LLC](https://planprovider.pro/companies/stadium-capital-management-llc-plan) — 7 participants

- [Night Owl Capital Management L](https://planprovider.pro/companies/night-owl-capital-management-l-plan) — 7 participants

- [Toomey Investment Management I](https://planprovider.pro/companies/toomey-investment-management-i-401k-plan) — 6 participants

- [Rja Asset Management LLC](https://planprovider.pro/companies/rja-asset-management-llc-401k-plan) — 8 participants

- [Bard Financial Services, INC.](https://planprovider.pro/companies/bard-financial-services-inc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/forester-capital-l-l-c-401k-plan)

&copy; 2026 PlanProvider.Pro
