How big is Forte Products, LLC's plan?

Forte Products, LLC's plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250613111737NAL0029999232001

Forte Products, LLC

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

Form 5500-SF

FILING_RECEIVED

Forte Products, LLC 401(k) Plan

401(k) retirement plan · Forte Products, LLC's Forte Products, LLC 401(k) Plan held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

CHAD Carroll signed Forte Products, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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 Products, LLC's EIN is 20-2538431.

EIN 20-2538431

Plan number 001

Plan year 2024

ACK ID 20250613111737NAL0029999232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forte Products, 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 PRODUCTS, LLC.

Finding similar companies…

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 (87th percentile).

Plan sponsor

Name

FORTE PRODUCTS, LLC

EIN

all filings

Address

PO BOX 117 · ARGYLE, WI · 53504

Phone

(608) 543-3344

Industry

Manufacturing

Plan administrator