The Forum School 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Forum School
  • Sponsor EIN: 221585578
  • Sponsor Address: 107 WYCKOFF AVENUE, WALDWICK, NJ, 074631771
  • Plan Type: 403(b)
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202565$17.3M$793,190$0
202465$17.3M$793,190$0
202362$15.8M$756,571$0
202258$14.0M$578,176$0

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