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Filings through Sep 24, 2026.

Sponsor portfolio

Forman Shapiro & Rosenfeld LLP

EIN 88-1362747-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
4
5055 LUCAS VALLEY ROAD - NICASIO, CA 94946415-491-2310
Plans on this EIN
1 filing
#001401(k)-$2.3M - 4 part

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Retirement#001

FORMAN SHAPIRO & ROSENFELD LLP 401(K) PLAN

401(k)

Assets$2.3M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORMAN SHAPIRO & ROSENFELD LLP 401(K) PLAN401(k)$2.3M42025
Retirement plans
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