How big is Forge Capital Partners, LLC's plan?

Forge Capital Partners, LLC's plan reported $7.5M in assets and 8 participants for 2024.

Original filing (PDF)20251007142038NAL0004895393001

Forge Capital Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Forge Capital Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Forge Capital Partners, LLC's Forge Capital Partners, LLC 401(k) Profit Sharing Plan held $7.5M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Robert Moreyra signed Forge Capital Partners, LLC's 2024 Form 5500 as plan administrator.

Robert Moreyra — 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 Capital Partners, LLC's EIN is 20-3025159.

EIN 20-3025159

Plan number 001

Plan year 2024

ACK ID 20251007142038NAL0004895393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forge Capital Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORGE CAPITAL PARTNERS, 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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

FORGE CAPITAL PARTNERS, LLC

EIN

all filings

Address

2501 S. MACDILL AVENUE · TAMPA, FL · 33629

Phone

(813) 574-6774

Industry

Real Estate

Plan administrator