Forrest Solutions 401(k) plan

Forrest Solutions Inc, New York, NY. EIN 26-1281755. Annual reports 2009–2024. Also filed as Forrest Solutions, Inc.

Forrest Solutions Inc has one active retirement plan on file, the Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust, with 2,200 participants and $8.6 million in assets in 2024. Fidelity is its recordkeeper. No traditional pension plan appears in Forrest Solutions's filings since 2009.

Active plans: 1
Participants: 2,200
Plan assets: $8.6 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 26-1281755
Participants (2024): 2,200
Net assets (2024): $8.6 million
Recordkeeper: FidelityEarlier: Mutual of America (2022–2023), Paychex (2015–2020), Principal (2011–2014)
Plan administrator: Forrest Solutions Inc
19 W 44TH ST
New York, NY 10036
(212) 986-3600As filed for 2024
In effect since: January 1, 2020

Earlier plan names: Forrest Solutions, Inc. 401(k) Plan; Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,200	$8.6 million	Fidelity
2023	5,082	$5.8 million	Mutual of America
2022	3,978	$3.9 million	Mutual of America
2021	1,787	$3.5 million	not listed
2020	3,328	$2.7 million	Paychex
2019	3,460	$2.6 million	Paychex
2018	1,978	$2.3 million	not listed
2017	1,737	$2.4 million	not listed
2016	1,402	$1.7 million	not listed
2015	2,266	$1.7 million	Paychex
2014	2,571	$1.6 million	Principal
2013	606	$1.4 million	Principal
2012	370	$1.3 million	Principal
2011	275	$1.0 million	Principal
2010	118	$1.0 million	not listed
2009	104	$1.0 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 986-3600). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust

If you had money in one of these plans

What these numbers are

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