Plan Snapshot
- Plan Sponsor: The Forum School
- Sponsor EIN: 221585578
- Sponsor Address: 107 WYCKOFF AVENUE, WALDWICK, NJ, 074631771
- Plan Type: 403(b)
- Total Participants: 21
- Total Assets: $2.9M
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. |
|---|
| 2025 | 21 | $2.9M | $0 | $49,149 |
| 2024 | 21 | $2.9M | $0 | $49,149 |
| 2023 | 19 | $2.9M | $0 | $57,701 |
| 2022 | 20 | $2.7M | $0 | $60,723 |