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

> The Forum School's 403(b) plan: 65 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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

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

| 2025|65|$17.3M|$793,190|$0|

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

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

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

## Similar Plans

- [Far Hills Country Day School](https://planprovider.pro/companies/far-hills-country-day-school-403b-plan) — 70 participants

- [Mount Saint Mary Academy, INC.](https://planprovider.pro/companies/mount-saint-mary-academy-inc-401k-plan) — 71 participants

- [Doane Academy](https://planprovider.pro/companies/doane-academy-403b-plan) — 73 participants

- [Princeton Child Development Institute, INC.](https://planprovider.pro/companies/princeton-child-development-institute-inc-403b-plan) — 74 participants

- [Institute Of Management Accountants INC](https://planprovider.pro/companies/institute-of-management-accountants-inc-401k-plan) — 77 participants

- [Saint Peters University](https://planprovider.pro/companies/saint-peters-university-plan) — 53 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-forum-school-403b-plan-002)

© 2026 PlanProvider.Pro