How big is Forma Design Inc.'s plan?

Forma Design Inc.'s plan reported $3.1M in assets and 2 participants for 2024.

Original filing (PDF)20250404111643NAL0019344624001

Forma Design Inc.

Name: Forma Design Inc. — Forma Design Inc. 401(k) Profit, Form 5500 (2024)
Creator: Forma Design Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forma Design Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Forma Design Inc.'s Forma Design Inc. 401(k) Profit Sharing Plan & Trust held $3.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Andreas Charalambous signed Forma Design Inc.'s 2024 Form 5500 as plan administrator.

Andreas Charalambous — 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

Forma Design Inc.'s EIN is 52-1910215.

EIN 52-1910215

Plan number 003

Plan year 2024

ACK ID 20250404111643NAL0019344624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORMA DESIGN INC.

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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