How big is Forte Capital LLC's plan?

Forte Capital LLC's plan reported $2.1M in assets and 16 participants for 2024.

Original filing (PDF)20250815101927NAL0005837123001

Forte Capital LLC

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

Form 5500-SF

FILING_RECEIVED

Forte Capital LLC Cash Balance Plan

Defined-benefit pension plan · Forte Capital LLC's Forte Capital LLC Cash Balance Plan held $2.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

David Henion signed Forte Capital LLC's 2024 Form 5500 as plan administrator.

David Henion — 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

Forte Capital LLC's EIN is 16-1507924.

EIN 16-1507924

Plan number 002

Plan year 2024

ACK ID 20250815101927NAL0005837123001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score