· 2022–2024 · DOL EFAST2

FORUM MARKETING RESOURCES, LLC — FORUM MARKETING RESOURCES, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)

Original filing (PDF)20250627112553NAL0014085040001

FORUM MARKETING RESOURCES, LLC

Form 5500-SF

FILING_RECEIVED

FORUM MARKETING RESOURCES, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORUM MARKETING RESOURCES, LLC.

Plan sponsor

Name

FORUM MARKETING RESOURCES, LLC

EIN

46-3367150all filings

Address

PO BOX 849 · NORTH OLMSTEAD, OH · 44070

Phone

(216) 406-4206

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DYNAMIC ASPECTS INC

DYNAMIC ASPECTS, INC. 401(K) PLAN

$692K · 11 participants

BLUE GROUP MEDIA, INC.

BLUE GROUP MEDIA, INC. 401(K) PLAN

$692K · 3 participants

FLAVOR GROUP 401(K) PLAN

$692K · 9 participants

XO XTREME MARKETING GROUP

XO XTREME 401(K) PLAN

$691K · 2 participants

MILLER INK INC.

MILLER INK INC. 401(K) PLAN

$693K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.