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Sponsor portfolioTH

FINANCIAL SERVICES FORUM

EIN 52-2241644-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.1M assets
Welfare
0
Participants
24
601 13TH STREET, NW, SUITE 750 SOUTH - WASHINGTON, DC 20005202-457-8765fsforum.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.1M - 24 part

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Retirement#001

FINANCIAL SERVICES FORUM RETIREMENT AND 401(K) PLAN

401k

Assets$5.1M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL SERVICES FORUM RETIREMENT AND 401(K) PLAN401k$5.1M242025
Retirement plans
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