Original filing (PDF)20250604122107NAL0007824131001

FORBES HAMILTON MANAGEMENT COMPANY, INC.

Name: FORBES HAMILTON MANAGEMENT COMPANY, INC. — FORBES HAMILTON MANAGEMENT CO. 401(K) SALARY REDUCTION PLAN AND TRUST, Form 5500 (2024)
Creator: FORBES HAMILTON MANAGEMENT COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

FORBES HAMILTON MANAGEMENT CO. 401(K) SALARY REDUCTION PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 FORBES HAMILTON MANAGEMENT COMPANY, INC..

Plan sponsor

Name

FORBES HAMILTON MANAGEMENT COMPANY, INC.

EIN

59-2816193

Address

4898 EAST IRLO BRONSON MEMORIAL HIG · 2ND FLOOR - CENTERSTATE BANK BUILDI · SAINT CLOUD, FL · 34771

Phone

(407) 847-2111

Industry

Real Estatesee all

Plan administrator