What public Form 5500 filings show about the Forge Consulting, LLC 401(k) plan — and how to find and check your own account.
Forge Consulting, LLC (EIN 27-0041577) reports FORGE CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $12.5M in plan assets across 168 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Forge Consulting, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Forge Consulting, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CERITY PARTNERS, ARGI INVESTMENT SERVICES.
