How big is Foros Advisors LLC's plan?

Foros Advisors LLC's plan reported $3.8M in assets and 18 participants for 2025.

Original filing (PDF)20260507142755NAL0002312435001

Foros Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Foros 401(k) Plan

401(k) retirement plan · Foros Advisors LLC's Foros 401(k) Plan held $3.8M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Foros Advisors LLC's EIN is 26-4611370.

EIN 26-4611370

Plan number 001

Plan year 2025

ACK ID 20260507142755NAL0002312435001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

FOROS ADVISORS LLC

EIN

all filings

Address

461 FIFTH AVENUE17TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 340-7003

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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