How big is Forum Capital Partners' plan?

Forum Capital Partners' plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250506142605NAL0020620690001

Forum Capital Partners

Name: Forum Capital Partners — FCP Holdings LLC 401(k), Form 5500 (2024)
Creator: Forum Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FCP Holdings LLC 401(k) Plan

401(k) retirement plan · Forum Capital Partners' FCP Holdings LLC 401(k) Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Deborah O'DEa signed Forum Capital Partners' 2024 Form 5500 as plan administrator.

Deborah O'DEa — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forum Capital Partners' EIN is 13-4160842.

EIN 13-4160842

Plan number 001

Plan year 2024

ACK ID 20250506142605NAL0020620690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forum Capital Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forum Capital Partners' 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 FORUM CAPITAL PARTNERS.

Finding similar companies…

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

Helping the score