How big is Forbes Gallagher, LLC's plan?

Forbes Gallagher, LLC's plan reported $56K in assets and 2 participants for 2025.

Original filing (PDF)20260429093415NAL0023659442001

Forbes Gallagher, LLC

Name: Forbes Gallagher, LLC — Forbes Gallagher 401(k) Plan, Form 5500 (2025)
Creator: Forbes Gallagher, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forbes Gallagher 401(k) Plan

401(k) retirement plan · Forbes Gallagher, LLC's Forbes Gallagher 401(k) Plan held $56K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Matthew E. Forbes, Esquire signed Forbes Gallagher, LLC's 2025 Form 5500 as plan administrator.

Matthew E. Forbes, Esquire — 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

Forbes Gallagher, LLC's EIN is 20-3390923.

EIN 20-3390923

Plan number 001

Plan year 2025

ACK ID 20260429093415NAL0023659442001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forbes Gallagher, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forbes Gallagher, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORBES GALLAGHER, LLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FORBES GALLAGHER, LLC

EIN

all filings

Address

30 MANMAR DR. · SUITE 1 · PLAINVILLE, MA · 02762

Phone

(508) 809-6141

Industry

Law Offices· Professional & Technical Services

Plan administrator