How big is Forum Financial Management, L.P.'s plan?

Forum Financial Management, L.P.'s plan reported $12.3M in assets and 73 participants for 2024.

Original filing (PDF)20251015223608NAL0003055827001

Forum Financial Management, L.P.

Name: Forum Financial Management, L.P. — Forum Financial, Form 5500 (2024)
Creator: Forum Financial Management, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forum Financial Management, L. P. 401(k) Plan

401(k) retirement plan · Forum Financial Management, L.P.'s Forum Financial Management, L. P. 401(k) Plan held $12.3M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

Forum Financial Management, L.P.'s EIN is 38-3649535.

EIN 38-3649535

Plan number 001

Plan year 2024

ACK ID 20251015223608NAL0003055827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forum Financial Management, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forum Financial Management, L.P.'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 FINANCIAL MANAGEMENT, L.P..

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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

Helping the score