OpenERISA

Forthright Family Wealth Advisor

Houston, TX, 77024

EIN 84-2170659
Plans
1
Total participants
5
Filing years
2024, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Forthright Family Wealth Advisory LLC 401K Plan0
2024Form 5500-SF001Forthright Family Wealth Advisory LLC 401K Plan0
2023Form 5500-SF001Forthright Family Wealth Advisory LLC 401K Plan2
2022Form 5500-SF001Forthright Family Wealth Advisory LLC 401K Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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