Original filing (PDF)20250827104829NAL0016456000001

FORUM CAPITAL PARTNERS LLC

Name: FORUM CAPITAL PARTNERS LLC — FORUM CAPITAL PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: FORUM CAPITAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

FORUM CAPITAL PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

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.

Decision-maker contacts

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

Plan sponsor

Name

FORUM CAPITAL PARTNERS LLC

EIN

47-3517125

Address

8280 PRINCETON SQUARE BLVD W · STE 5 · JACKSONVILLE, FL · 32256

Phone

(904) 955-3162

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ARRIVE HOME

ARRIVE HOME 401(K) PLAN

$233K

VALOR TITLE AGENCY INC

VALOR TITLE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

$233K · 4 participants

SELECT REALTORS LLC

SELECT REALTORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$234K · 4 participants

HP INVESTMENTS, INC.

HP INVESTMENTS, INC. CASH BALANCE PLAN

$235K · 5 participants

COMMERCIAL LOAN CORPORATION

COMMERCIAL LOAN CORPORATION 401K PLAN

$235K · 6 participants