Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORMA DESIGN, INC.
EIN 33-0158072financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
38
151 KALMUS DRIVE, SUITE H5 - COSTA MESA, CA 92626714-673-6200formaholdings.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FORMA DESIGN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORMA VOLUNTARY SAVINGS AND RETIREMENT PLAN
401k
Assets$1.4M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FORMA DESIGN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.7M | 11 | 2024 | |
| 002 | FORMA VOLUNTARY SAVINGS AND RETIREMENT PLAN | 401k | $1.4M | 27 | 2024 |
Retirement plans
Welfare plans