How big is Financial Services Forum's plan?

Financial Services Forum's plan reported $4.2M in assets and 11 participants for 2024.

Original filing (PDF)20250422141033NAL0002873395001

Financial Services Forum

Name: Financial Services Forum — Financial Services Forum, Form 5500 (2024)
Creator: Financial Services Forum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Services Forum Retirement and 401(k) Plan

401(k) retirement plan · Financial Services Forum's Financial Services Forum Retirement and 401(k) Plan held $4.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Kevin Fromer signed Financial Services Forum's 2024 Form 5500 as plan administrator.

Kevin Fromer — 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

Financial Services Forum's EIN is 52-2241644.

EIN 52-2241644

Plan number 001

Plan year 2024

ACK ID 20250422141033NAL0002873395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Services Forum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Services Forum'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 FINANCIAL SERVICES FORUM.

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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 (94th percentile).

Plan sponsor

Name

FINANCIAL SERVICES FORUM

EIN

all filings

Address

601 13TH STREET, NW · SUITE 750 SOUTH · WASHINGTON, DC · 20005

Phone

(202) 457-8765

Industry

Finance & Insurance

Plan administrator