How big is FORM Wealth, LLC's plan?

FORM Wealth, LLC's plan reported $3.1M in assets and 17 participants for 2025.

Original filing (PDF)20260505132729NAL0001104273001

FORM Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

FORM Wealth, LLC 401(k) P/S Plan

401(k) retirement plan · FORM Wealth, LLC's FORM Wealth, LLC 401(k) P/S Plan held $3.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Deneen Krantz signed FORM Wealth, LLC's 2025 Form 5500 as plan administrator.

Deneen Krantz — 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

FORM Wealth, LLC's EIN is 46-4453825.

EIN 46-4453825

Plan number 001

Plan year 2025

ACK ID 20260505132729NAL0001104273001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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