How big is FORM Third, LLC's plan?

FORM Third, LLC's plan reported $193K in assets and 9 participants for 2024.

Original filing (PDF)20250618140714NAL0006393314001

FORM Third, LLC

Name: FORM Third, LLC — FORM Third 401(k) Plan, Form 5500 (2024)
Creator: FORM Third, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FORM Third 401(k) Plan

401(k) retirement plan · FORM Third, LLC's FORM Third 401(k) Plan held $193K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Jennifer Kramer signed FORM Third, LLC's 2024 Form 5500 as plan administrator.

Jennifer Kramer — 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

FORM Third, LLC's EIN is 26-3150279.

EIN 26-3150279

Plan number 001

Plan year 2024

ACK ID 20250618140714NAL0006393314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FORM Third, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FORM Third, LLC's 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 FORM THIRD, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FORM THIRD, LLC

EIN

all filings

Address

820 N. 3RD STREET · PHOENIX, AZ · 85004

Phone

(602) 492-7545

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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