How big is Forum Administrative Services, Inc.'s plan?

Forum Administrative Services, Inc.'s plan reported $4.8M in assets and 37 participants for 2024.

Original filing (PDF)20251015223505NAL0005692081001

Forum Administrative Services, Inc.

Name: Forum Administrative Services, Inc. — Forum Administ, Form 5500 (2024)
Creator: Forum Administrative Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forum Administrative Services, Inc. 401(k) Plan

401(k) retirement plan · Forum Administrative Services, Inc.'s Forum Administrative Services, Inc. 401(k) Plan held $4.8M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Forum Administrative Services, Inc.'s EIN is 30-0103571.

EIN 30-0103571

Plan number 001

Plan year 2024

ACK ID 20251015223505NAL0005692081001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forum Administrative Services, Inc.'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 FORUM ADMINISTRATIVE SERVICES, 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