Assets by plan
Share of aggregate retirement assets
Filings through .
Forum Architecture & Interior Design, Inc.
EIN 59-3335698architecture & planningLatest filing 2025
Plans
2
Retirement
2
$30.0M assets
Health & Benefits
0
Participants
161
237 S WESTMONTE DRIVE, #220 - ALTAMONTE SPRINGS, FL 327144263407-830-1400forumarchitecture.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.0M assets / 161 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FORUM ARCHITECTURE & INTERIOR DESIGN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.4M
Participants76
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FORUM ARCHITECTURE & INTERIOR DESIGN, INC. SAVINGS PLAN
401(k)
Assets$7.5M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FORUM ARCHITECTURE & INTERIOR DESIGN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.4M | 76 | 2025 |
| #001 | FORUM ARCHITECTURE & INTERIOR DESIGN, INC. SAVINGS PLAN | 401(k) | $7.5M | 85 | 2025 |
- #002 · ESOP · 202576
- #001 · 401(k) · 202585
Retirement plans