Original filing (PDF)20250706155701NAL0001170883001

FORTE MANAGEMENT, LLC

Name: FORTE MANAGEMENT, LLC — FORTE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FORTE MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

FORTE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTE MANAGEMENT, LLC.

Plan sponsor

Name

FORTE MANAGEMENT, LLC

EIN

20-0346660

Address

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

Phone

(212) 509-8907

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

THE GLENORA COMPANY

THE GLENORA COMPANY 401(K) SAVINGS PLAN

$2.8M · 8 participants

AMP SERVICES, LLC

AMP SERVICES 401(K) PLAN

$2.8M · 33 participants

FANEUIL HALL ASSOCIATES, INC.

FANEUIL HALL ASSOCIATES, INC. 401(K) PSP AND TRUST

$2.8M · 7 participants

MARIO TREGLIA

MARIO TREGLIA CPA PROFIT SHARING PLAN

$2.8M · 8 participants

SOLIDARITY HEALTH NETWORK, INC.

SOLIDARITY HEALTH NETWORK, INC. 401K PROFIT SHARING PLAN

$2.8M · 28 participants