How big is Forum Brands, LLC's plan?

Forum Brands, LLC's plan reported $2.7M in assets and 58 participants for 2024.

Original filing (PDF)20250729144158NAL0001712291001

Forum Brands, LLC

Name: Forum Brands, LLC — Forum Brands 401(k) Plan, Form 5500 (2024)
Creator: Forum Brands, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forum Brands 401(k) Plan

401(k) retirement plan · Forum Brands, LLC's Forum Brands 401(k) Plan held $2.7M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Sarah Pottieger signed Forum Brands, LLC's 2024 Form 5500 as plan administrator.

Sarah Pottieger — 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 Brands, LLC's EIN is 87-1489346.

EIN 87-1489346

Plan number 001

Plan year 2024

ACK ID 20250729144158NAL0001712291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

FORUM BRANDS, LLC

EIN

all filings

Address

22 W 19TH ST · FLOOR 5 · NEW YORK, NY · 10011

Phone

(914) 417-8695

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator