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Sponsor portfolio

FORM SERVICES INC.

EIN 52-0797293-construction-Latest filing 2025
Plans
3
Retirement
2
$28.6M assets
Welfare
1
$105K premiums
Participants
312
3119 HAMMONDS FERRY RD - BALTIMORE, MD 21227410-247-9500formservices.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001ESOP-$24.3M - 83 part#002401k-$4.3M - 122 part#503Mixed-$105K - 106 lives

Retirement portfolio analytics

2 plans aggregated / $28.6M assets / 205 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#001)85%
  • PLAN AND TRUST (#002)15%
Total $28.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)122
  • PLAN AND TRUST (#001)83
Total 205Click row to drill in

Benefits portfolio analytics

1 plan / $105K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$105K
  • Life$105K
  • Long-term disability$105K
  • Other$105K
Total $105K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $105K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • THE CAPITAL GROUP LLC69%
  • M W E SOLUTIONS, INC.31%
Total $18K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORM SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$24.3M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FORM SERVICES INC PROFIT SHARING PLAN AND TRUST

401k

Assets$4.3M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FORM SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$105K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORM SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$24.3M832024
002FORM SERVICES INC PROFIT SHARING PLAN AND TRUST401k$4.3M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FORM SERVICES, INC. EMPLOYEE BENEFIT PLANMixedGUARDIAN$105K1062025
Retirement plans
Welfare plans
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