How big is Forte Technology, Inc.'s plan?

Forte Technology, Inc.'s plan reported $931K in assets and 3 participants for 2024.

Original filing (PDF)20250912075427NAL0000766465001

Forte Technology, Inc.

Name: Forte Technology, Inc. — Forte Technology, Inc., Form 5500 (2024)
Creator: Forte Technology, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forte Technology, Inc. 401(k) Retirement Plan

401(k) retirement plan · Forte Technology, Inc.'s Forte Technology, Inc. 401(k) Retirement Plan held $931K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$931K

Net assets (EOY)

$931K

Plan identifiers

Forte Technology, Inc.'s EIN is 04-2589577.

EIN 04-2589577

Plan number 001

Plan year 2024

ACK ID 20250912075427NAL0000766465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forte Technology, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forte Technology, Inc.'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 FORTE TECHNOLOGY, INC..

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FORTE TECHNOLOGY, INC.

EIN

all filings

Address

58 NORFOLK AVE, SUITE 4 · SOUTH EASTON, MA · 02375

Phone

(508) 297-2363

Industry

Professional & Technical Services

Plan administrator