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FORUM FINANCIAL MANAGEMENT, L.P.

EIN 38-3649535-financial services-Latest filing 2024
Plans
1
Retirement
1
$12.3M assets
Welfare
0
Participants
88
1900 SOUTH HIGHLAND AVENUE, SUITE 100 - LOMBARD, IL 60148630-873-8520forumfin.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$12.3M - 88 part

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Retirement#001

FORUM FINANCIAL MANAGEMENT, L. P. 401(K) PLAN

401k

Assets$12.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORUM FINANCIAL MANAGEMENT, L. P. 401(K) PLAN401k$12.3M882024
Retirement plans
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