Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORUM MARKETING RESOURCES, LLC
EIN 46-3367150marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
20
PO BOX 849 - NORTH OLMSTEAD, OH 44070216-406-4206forumdelivers.ioLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 20 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#001
FORUM MARKETING RESOURCES, LLC 401(K) PLAN
401k
Assets$886K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORUM MARKETING RESOURCES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$757K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORUM MARKETING RESOURCES, LLC 401(K) PLAN | 401k | $886K | 14 | 2025 | |
| 002 | FORUM MARKETING RESOURCES, LLC CASH BALANCE PENSION PLAN | CashBalance | $757K | 6 | 2025 |
Retirement plans