How big is Forte Capital, LLC's plan?

Forte Capital, LLC's plan reported $11.2M in assets and 20 participants for 2024.

Original filing (PDF)20251015104445NAL0002266819001

Forte Capital, LLC

Name: Forte Capital, LLC — Forte Capital, LLC 401(k) Plan, Form 5500 (2024)
Creator: Forte Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forte Capital, LLC 401(k) Plan

401(k) retirement plan · Forte Capital, LLC's Forte Capital, LLC 401(k) Plan held $11.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Forte Capital, LLC's EIN is 16-1507924.

EIN 16-1507924

Plan number 001

Plan year 2024

ACK ID 20251015104445NAL0002266819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forte Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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