How big is Russell L. Forman, DMD, PC's plan?

Russell L. Forman, DMD, PC's plan reported $3.1M in assets and 11 participants for 2024.

Original filing (PDF)20250625060825NAL0004547155001

Russell L. Forman, DMD, PC

Name: Russell L. Forman, DMD, PC — R L Forman Retirement, Form 5500 (2024)
Creator: Russell L. Forman, DMD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R L Forman Retirement Plan

401(k) retirement plan · Russell L. Forman, DMD, PC's R L Forman Retirement Plan held $3.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Russell L. Forman, DMD, PC's EIN is 04-3472877.

EIN 04-3472877

Plan number 001

Plan year 2024

ACK ID 20250625060825NAL0004547155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Russell L. Forman, DMD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Russell L. Forman, DMD, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUSSELL L. FORMAN, DMD, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off