How big is Forry Ullman Ullman & Forry's plan?

Forry Ullman Ullman & Forry's plan reported $1.2M in assets and 32 participants for 2025.

Original filing (PDF)20260505162248NAL0001363472001

Forry Ullman Ullman & Forry

Name: Forry Ullman Ullman & Forry — Forry Ullman Ullman &, Form 5500 (2025)
Creator: Forry Ullman Ullman & Forry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forry Ullman Ullman & Forry 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Forry Ullman Ullman & Forry's Forry Ullman Ullman & Forry 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Gary Drakas signed Forry Ullman Ullman & Forry's 2025 Form 5500 as plan administrator.

Gary Drakas — 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

Forry Ullman Ullman & Forry's EIN is 23-2517539.

EIN 23-2517539

Plan number 001

Plan year 2025

ACK ID 20260505162248NAL0001363472001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forry Ullman Ullman & Forry from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forry Ullman Ullman & Forry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off