How big is Forum Real Estate Group, LLC's plan?

Forum Real Estate Group, LLC's plan reported $5.2M in assets and 61 participants for 2024.

Original filing (PDF)20250719194212NAL0001297059001

Forum Real Estate Group, LLC

Name: Forum Real Estate Group, LLC — FIG 401(k) Plan, Form 5500 (2024)
Creator: Forum Real Estate Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FIG 401(k) Plan

401(k) retirement plan · Forum Real Estate Group, LLC's FIG 401(k) Plan held $5.2M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Keith Thompson signed Forum Real Estate Group, LLC's 2024 Form 5500 as plan administrator.

Keith Thompson — 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 Real Estate Group, LLC's EIN is 20-5264751.

EIN 20-5264751

Plan number 001

Plan year 2024

ACK ID 20250719194212NAL0001297059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forum Real Estate Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forum Real Estate Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 REAL ESTATE GROUP, 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