How big is Forum Ventures Management, LLC's plan?

Forum Ventures Management, LLC's plan reported $1.0M in assets and 14 participants for 2025.

Original filing (PDF)20260520150503NAL0001673217010

Forum Ventures Management, LLC

Name: Forum Ventures Management, LLC — Forum Ventures, Form 5500 (2025)
Creator: Forum Ventures Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forum Ventures Management 401(k) Plan

401(k) retirement plan · Forum Ventures Management, LLC's Forum Ventures Management 401(k) Plan held $1.0M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Forum Ventures Management, LLC's EIN is 47-1110899.

EIN 47-1110899

Plan number 001

Plan year 2025

ACK ID 20260520150503NAL0001673217010

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Forum Ventures Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 VENTURES MANAGEMENT, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

FORUM VENTURES MANAGEMENT, LLC

EIN

all filings

Address

55 POST ROAD W · WESTPORT, CT · 06880

Phone

(518) 727-7129

Industry

Finance & Insurance

Plan administrator