How big is Forma Design, Inc.'s plan?

Forma Design, Inc.'s plan reported $1.4M in assets and 25 participants for 2024.

Original filing (PDF)20251009162806NAL0004096643001

Forma Design, Inc.

Name: Forma Design, Inc. — Forma Voluntary Savings and, Form 5500 (2024)
Creator: Forma Design, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forma Voluntary Savings and Retirement Plan

401(k) retirement plan · Forma Design, Inc.'s Forma Voluntary Savings and Retirement Plan held $1.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Natalie Bennett signed Forma Design, Inc.'s 2024 Form 5500 as plan administrator.

Natalie Bennett — 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

Forma Design, Inc.'s EIN is 33-0158072.

EIN 33-0158072

Plan number 002

Plan year 2024

ACK ID 20251009162806NAL0004096643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forma Design, 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 FORMA DESIGN, INC..

Finding similar companies…

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

Helping the score