P 401(k) Plan Report

Stable plan record

FINANCIAL SERVICES FORUM RETIREMENT AND 401(K) PLAN

Sponsored by FINANCIAL SERVICES FORUM · EIN/PN 522241644-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$9,949
Administrative cost per participant
2025
$230
Active participants
2025
11
Total plan assets
2025
$5,078,380
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260529073354NAL000944749100111$9,949
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.