What public Form 5500 filings show about the Forry Ullman Ullman & Forry 401(k) plan — and how to find and check your own account.
Forry Ullman Ullman & Forry (EIN 23-2517539) reports FORRY ULLMAN ULLMAN & FORRY 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.2M in plan assets across 32 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Forry Ullman Ullman & Forry filing — schedules, fees, and providers.
Forry Ullman Ullman & Forry’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Forry Ullman Ullman & ForryHR for the recordkeeper’s name and login.
