Plan Snapshot
- Plan Sponsor: Forum Capital Partners Ii, LLC
- Sponsor EIN: 872854500
- Sponsor Address: 9995 GATE PARKWAY NORTH, SUITE 400, JACKSONVILLE, FL, 32246
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 3 | $10.0M | $117,334 | $172,420 |