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  2. FORUM ARCHITECTURE & INTERIOR DESIGN, INC.
Sponsor portfolio

FORUM ARCHITECTURE & INTERIOR DESIGN, INC.

EIN 59-3335698-architecture & planning-Latest filing 2025
Plans
2
Retirement
2
$32.2M assets
Welfare
0
Participants
159
237 S WESTMONTE DRIVE, #220 - ALTAMONTE SPRINGS, FL 327144263407-830-1400forumarchitecture.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#002ESOP-$24.7M - 74 part#001401k-$7.5M - 85 part

Retirement portfolio analytics

2 plans aggregated / $32.2M assets / 159 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#002)77%
  • DESIGN, INC. Savings (#001)23%
Total $32.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESIGN, INC. Savings (#001)85
  • EMPLOYEE STOCK OWNERSHIP (#002)74
Total 159Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FORUM ARCHITECTURE & INTERIOR DESIGN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.7M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

FORUM ARCHITECTURE & INTERIOR DESIGN, INC. SAVINGS PLAN

401k

Assets$7.5M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FORUM ARCHITECTURE & INTERIOR DESIGN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.7M742024
001FORUM ARCHITECTURE & INTERIOR DESIGN, INC. SAVINGS PLAN401k$7.5M852025
Retirement plans
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