Forster Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Forster Investments, INC.
  • Sponsor EIN: 201373438
  • Sponsor Address: 4601 GRANITE HILL DR, DAVIDSON, NC, 28036
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 14
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202514$1.8M$0$0
202414$1.6M$3,719$2,980
202314$1.5M$1,760$31,300
202214$1.3M$1,730$28,300

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