National Forest Foundation 403(b) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: National Forest Foundation
  • Sponsor EIN: 521786332
  • Sponsor Address: 27 FORT MISSOULA RD STE 3, MISSOULA, MT, 598047200
  • Plan Type: 403(b)
  • Total Participants: 84
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202384$4.6M$187,792$466,630
202255$3.2M$150,571$294,141

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