How big is Forum Wealth Management Inc.'s plan?

Forum Wealth Management Inc.'s plan reported $75K in assets and 1 participants for 2024.

Original filing (PDF)20250606104951NAL0021478256001

Forum Wealth Management Inc.

Name: Forum Wealth Management Inc. — Forum Wealth Mgmt, Form 5500 (2024)
Creator: Forum Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forum Wealth Mgmt 401(k)

401(k) retirement plan · Forum Wealth Management Inc.'s Forum Wealth Mgmt 401(k) held $75K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Shirley Horner signed Forum Wealth Management Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Forum Wealth Management Inc.'s EIN is 84-4227437.

EIN 84-4227437

Plan number 001

Plan year 2024

ACK ID 20250606104951NAL0021478256001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORUM WEALTH MANAGEMENT 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