How big is Forge Financial Services, LLC's plan?

Forge Financial Services, LLC's plan reported $8.7M in assets and 24 participants for 2025.

Original filing (PDF)20260414114539NAL0024342656001

Forge Financial Services, LLC

Name: Forge Financial Services, LLC — Forge Financial, Form 5500 (2025)
Creator: Forge Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forge Financial Services Retirement Savings Plan

401(k) retirement plan · Forge Financial Services, LLC's Forge Financial Services Retirement Savings Plan held $8.7M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

James D. Burleson signed Forge Financial Services, LLC's 2025 Form 5500 as plan administrator.

James D. Burleson — 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

Forge Financial Services, LLC's EIN is 20-0773408.

EIN 20-0773408

Plan number 001

Plan year 2025

ACK ID 20260414114539NAL0024342656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Forge Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Forge Financial Services, 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 FORGE FINANCIAL SERVICES, 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