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  2. Form Services, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Form Services, Inc.

EIN 52-0797293-construction-Latest filing 2025
Plans
3
Retirement
2
$29.5M assets
Health & Benefits
1
$105K premiums
Participants
318
3119 HAMMONDS FERRY RD - BALTIMORE, MD 21227410-247-9500formservices.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001ESOP-$25.2M - 89 part#002401(k)-$4.3M - 122 part#503Mixed-$105K - 106 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $29.5M assets / 211 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$25.2M
  • PLAN AND TRUST (#002)$4.3M
Total $29.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)122
  • PLAN AND TRUST (#001)89
Total 211Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FORM SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$25.2M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FORM SERVICES INC PROFIT SHARING PLAN AND TRUST

401(k)

Assets$4.3M
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

FORM SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$105K
Covered lives106
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FORM SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$25.2M892025
#002FORM SERVICES INC PROFIT SHARING PLAN AND TRUST401(k)$4.3M1222024
  • FORM SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$25.2M
    #001 · ESOP · 202589
  • FORM SERVICES INC PROFIT SHARING PLAN AND TRUST$4.3M
    #002 · 401(k) · 2024122

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503FORM SERVICES, INC. EMPLOYEE BENEFIT PLANMixedGUARDIAN$105K1062025
  • FORM SERVICES, INC. EMPLOYEE BENEFIT PLAN$105K
    #503 · Mixed · GUARDIAN · 2025106
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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