Original filing (PDF)20250918132419NAL0003267586001

FORSBERG & UMLAUF, P.S.

Name: FORSBERG & UMLAUF, P.S. — FORSBERG & UMLAUF P.S. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FORSBERG & UMLAUF, P.S.

Form 5500-SF

FILING_RECEIVED

FORSBERG & UMLAUF P.S. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$28.8M

Net assets (EOY)

$28.8M

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORSBERG & UMLAUF, P.S..

Plan sponsor

Name

FORSBERG & UMLAUF, P.S.

EIN

91-1614560

Address

401 UNION · SUITE 1400 · SEATTLE, WA · 98101

Phone

(206) 689-8500

Industry