OpenERISA

Forum Partners Investment Mgmt.

Santa Fe, NM, 875012066

EIN 47-0901892
Plans
1
Total participants
25
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in New MexicoFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Forum Partners Investment 401(K) Profit Sharing Plan & Trust9
2023Form 5500-SF001Forum Partners Investment Mgmt 401K Plan4
2022Form 5500-SF001Forum Partners Investment Management, LLC 401(K) Profit Sharing Plan & Trust4
2021Form 5500-SF001Forum Partners Investment Management, LLC 401(K) Profit Sharing Plan & Trust4
2020Form 5500-SF001Forum Partners Investment Management, LLC 401(K) Profit Sharing Plan & Trust4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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