Original filing (PDF)20250508191536NAL0019969536001

FORMAN SHAPIRO & ROSENFELD LLP

Name: FORMAN SHAPIRO & ROSENFELD LLP — FORMAN SHAPIRO & ROSENFELD LLP 401(K) PLAN, Form 5500 (2024)
Creator: FORMAN SHAPIRO & ROSENFELD LLP

Form 5500-SF

FILING_RECEIVED

FORMAN SHAPIRO & ROSENFELD LLP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORMAN SHAPIRO & ROSENFELD LLP.

Plan sponsor

Name

FORMAN SHAPIRO & ROSENFELD LLP

EIN

88-1362747

Address

5055 LUCAS VALLEY ROAD · NICASIO, CA · 94946

Phone

(415) 491-2310

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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