# The Forum School 403(b) Plan
Source: https://planprovider.pro/companies/the-forum-school-221585578-002

> The Forum School's 403(b) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Forum School

- **Sponsor EIN:** 221585578

- **Sponsor Address:** 107 WYCKOFF AVENUE, WALDWICK, NJ, 074631771

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 65

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|65|$17.3M|$793,190|$0|

| 2023|62|$15.8M|$756,571|$0|

| 2022|58|$14.0M|$578,176|$0|

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