FORMAN, LOWELL & SHAPIRO & GLOBAL FACILITIES 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$640K
Net assets (EOY)
$640K
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
81
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORMAN, LOWELL & SHAPIRO, INC..
Plan sponsor
Name
FORMAN, LOWELL & SHAPIRO, INC.
EIN
11-2419976
Address
146 MERRICK ROAD · LYNBROOK, NY · 115632753
Phone
(516) 599-3800
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
