Forum Partners Investment Management, Llc 401(k) Profit Sharing Plan & Trust

Wealthminder's Take

Forum Partners Investment Management, Llc 401(k) Profit Sharing Plan & Trust at Forum Partners Investment Managemen in the Finance and Insurance industry has an unknown number of investment options, and a total of $2,337,987.00 in assets. With 39 participants, the Forum Partners Investment Management, Llc 401(k) Profit Sharing Plan & Trust has an average balance per participant of $59,948.38.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
26
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
21
Company Match Level
43
Employee Participation Rate
16
Employee Contribution Level
25
Average Balance Size
35
Forum Partners Investment Managemen Details
Address
150 Washington Ave, Suite 203
Santa Fe, NM 87501
Telephone
505-989-4201
Total Assets
$2,337,987.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
39
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Forum Partners Investment Management, Llc 401(k) Profit Sharing Plan & Trust? Request free proposals from financial advisors today.
Do you work at Forum Partners Investment Managemen? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.