What public Form 5500 filings show about the Forte Financial, LLC 401(k) plan — and how to find and check your own account.
Forte Financial, LLC (EIN 84-1913234) reports FORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $402K in plan assets across 14 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 Forte Financial, LLC filing — schedules, fees, and providers.
Forte Financial, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Forte Financial, LLCHR for the recordkeeper’s name and login.
