How big is KM Forand, Inc.'s plan?

KM Forand, Inc.'s plan reported $24K in assets and 3 participants for 2024.

Original filing (PDF)20251014185759NAL0001760979001

KM Forand, Inc.

Name: KM Forand, Inc. — KM Forand, Inc. 401(k) Plan, Form 5500 (2024)
Creator: KM Forand, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KM Forand, Inc. 401(k) Plan

401(k) retirement plan · KM Forand, Inc.'s KM Forand, Inc. 401(k) Plan held $24K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

KM Forand, Inc.'s EIN is 47-2709935.

EIN 47-2709935

Plan number 001

Plan year 2024

ACK ID 20251014185759NAL0001760979001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KM Forand, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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