Sponsor portfolio
FINANCIAL FORUM, INC.
EIN 20-8104845investment managementLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
9
501 N RIVERPOINT BLVD., STE. 104 - SPOKANE, WA 99202509-458-5373financialforum.ioLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL FORUM 401(K) PLAN | 401k | $1.6M | 9 | 2025 |
Retirement plans