How big is Forte Law, Ltd.'s plan?

Forte Law, Ltd.'s plan reported $668K in assets and 3 participants for 2023.

Original filing (PDF)20240802060844NAL0015770403001

Forte Law, Ltd.

Name: Forte Law, Ltd. — Forte Law, Ltd. 401(k) Profit, Form 5500 (2023)
Creator: Forte Law, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forte Law, Ltd. 401(k) Profit Sharing Plan & Trust

Defined-contribution retirement plan · Forte Law, Ltd.'s Forte Law, Ltd. 401(k) Profit Sharing Plan & Trust held $668K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

People on this filing

Steven Forte signed Forte Law, Ltd.'s 2023 Form 5500 as plan administrator.

Steven Forte — 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 Law, Ltd.'s EIN is 26-1908435.

EIN 26-1908435

Plan number 001

Plan year 2023

ACK ID 20240802060844NAL0015770403001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forte Law, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forte Law, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

FORTE LAW, LTD.

EIN

all filings

Address

711 WEST MAIN STREET · WEST DUNDEE, IL · 60118

Phone

(847) 428-9800

Industry

Law Offices· Professional & Technical Services

Plan administrator