How big is Forge LLC's plan?

Forge LLC's plan reported $1.3M in assets and 4 participants for 2023.

Original filing (PDF)20240617125809NAL0001962560001

Forge LLC

Name: Forge LLC — Forge LLC 401(k) Plan, Form 5500 (2023)
Creator: Forge LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forge LLC 401(k) Plan

401(k) retirement plan · Forge LLC's Forge LLC 401(k) Plan held $1.3M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

John V. Leary signed Forge LLC's 2023 Form 5500 as plan administrator.

John V. Leary — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forge LLC's EIN is 02-0578806.

EIN 02-0578806

Plan number 001

Plan year 2023

ACK ID 20240617125809NAL0001962560001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forge LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forge LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORGE LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

FORGE LLC

EIN

all filings

Address

879 HOPKINS HILL ROAD · WEST GREENWICH, RI · 02817

Phone

(617) 780-5603

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Toast Management Co.

Toast Management Co. 401(k) Profit Sharing Plan

$1.3M · 4 participants

Joe Mertz Production Consulting, LLC

Joe Mertz Production Consulting 401(k) Plan

$1.3M · 19 participants

Anderson Environmental Consulting LLC

Anderson Environmental Consulting 401(k) Retirement Plan

$1.3M · 8 participants

Provider Reimbursement Consultants, Inc.

Provider Reimbursement Consultants Inc. 401(k) Plan

$1.3M · 7 participants

Think2perform, Inc.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.