How big is Financial Forum, Inc.'s plan?

Financial Forum, Inc.'s plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20251003145534NAL0001529905001

Financial Forum, Inc.

Name: Financial Forum, Inc. — Financial Forum 401(k) Plan, Form 5500 (2024)
Creator: Financial Forum, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Forum 401(k) Plan

401(k) retirement plan · Financial Forum, Inc.'s Financial Forum 401(k) Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Financial Forum, Inc.'s EIN is 20-8104845.

EIN 20-8104845

Plan number 001

Plan year 2024

ACK ID 20251003145534NAL0001529905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Forum, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL FORUM, INC..

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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