Forte Financial, LLC (EIN 84-1913234) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $402K in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Forte Financial, LLC Incentive Savings Plan | 002 | 14 | $402K |
| Forte Financial, LLC Cash Balance Plan | 001 | 0 | $0 |
84-1913234 is the Employer Identification Number (EIN) Forte Financial, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
