How big is Forte Management, LLC's plan?

Forte Management, LLC's plan reported $2.8M in assets and 6 participants for 2024.

Original filing (PDF)20250706155701NAL0001170883001

Forte Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Forte Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Forte Management, LLC's Forte Management, LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

GREG Deyonker signed Forte Management, LLC's 2024 Form 5500 as plan administrator.

GREG Deyonker — 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 Management, LLC's EIN is 20-0346660.

EIN 20-0346660

Plan number 001

Plan year 2024

ACK ID 20250706155701NAL0001170883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forte Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

FORTE MANAGEMENT, LLC

EIN

all filings

Address

6050 COLLIER BLVD, SUITE 156 · NAPLES, FL · 34114

Phone

(212) 509-8907

Industry

Professional & Technical Services

Plan administrator