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Original filing (PDF)20251015064300NAL0001945715001
FORGE CONSULTING, LLC
Form 5500
FILING_RECEIVED
FORGE CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
154
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORGE CONSULTING, LLC.
Plan sponsor
Name
FORGE CONSULTING, LLC
EIN
27-0041577
Address
3350 RIVERWOOD PARKWAY, SUITE GL28 · ATLANTA, GA · 30339
Phone
(678) 916-4166
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
DANSA D'ARATA SOUCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 35-2467663 | — | ADVISORY | $15K | — |
| ARGI INVESTMENT SERVICES, LLC | 27-1003080 | — | ADVISORY | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $51K | — |
Investments
43 direct securities· $12.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 334 Vanguard 500 Index Admiral Class | — | — | — | $1.8M | 14.5% | |
| Great-West 108,612 Yourpath 2035 Moderate | — | — | — | $1.6M | 12.4% | |
| Great-West 106,454 Yourpath 2025 Moderate | — | — | — | $1.4M | 11.4% | |
| Great-West 88,311 Yourpath 2045 Moderate | — | — | — | $1.3M | 10.7% | |
| Nuveen 15,961 Nuveen Large Cap Growth Index | — | — | — | $1.1M | 8.6% | |
| Great-West 46,659 Yourpath 2050 Moderate | — | — | — | $706K | 5.7% | |
| Great-West 45,264 Yourpath 2040 Moderate | — | — | — | $672K | 5.4% | |
| Great-West 36,421 Yourpath 2055 Moderate | — | — | — | $555K | 4.4% | |
| Vanguard 22,463 Vanguard Target Retirement Income Invester Shares | — | — | — | $294K | 2.4% | |
| Vanguard 2,529 Vanguard Mid Cap Growth Index Admiral Shares | — | — | — | $276K | 2.2% | |
| Great-West 15,355 Yourpath 2060 Moderate | — | — | — | $233K | 1.9% | |
| Great-West 18,877 Yourpath 2055 Aggressive | — | — | — | $219K | 1.7% | |
| Vanguard 8,644 Vanguard Target Retirement 2035 Investor Shares | — | — | — | $207K | 1.7% | |
| Great-West 14,525 Yourpath 2020 Moderate | — | — | — | $195K | 1.6% | |
| Nuveen 7,566 Nuveen Large Cap Value Index | — | — | — | $194K | 1.5% | |
| Great-West 13,279 Yourpath 2030 Moderate | — | — | — | $182K | 1.5% | |
| Vanguard 1,282 Vanguard Small Cap Index Admiral Shares | — | — | — | $148K | 1.2% | |
| American Funds 2,167 American Funds New Perspective Class R6 | — | — | — | $135K | 1.1% | |
| Vanguard 403 Vanguard Mid Cap Index Admiral Shares | — | — | — | $132K | 1.1% | |
| Vanguard 3,229 Vanguard Target Retirement 2030 Investor Shares | — | — | — | $122K | 1.0% | |
| Vanguard 1,391 Vanguard Small Cap Value Index Admiral Shares | — | — | — | $118K | 0.9% | |
| Vanguard 3,155 Vanguard Emerging Markets Stock Idx Admrl Shares | — | — | — | $116K | 0.9% | |
| Vanguard 817 Vanguard Real Estate Index Admiral Shares | — | — | — | $103K | 0.8% | |
| Participant Loans Interest Rates (5.25% to 10.50%) | — | — | — | $103K | 0.8% | |
| Great-West 7,210 Yourpath 2065 Aggressive | — | — | — | $85K | 0.7% | |
| Vanguard 1,665 Vanguard Target Retirement 2050 Investor Shares | — | — | — | $83K | 0.7% | |
| DFA 6,264 DFA Inflation Protected Securities Institutional Class | — | — | — | $67K | 0.5% | |
| Vanguard 1,403 Vanguard Target Retirement 2040 Investor Shares | — | — | — | $61K | 0.5% | |
| Vanguard 972 Vanguard Target Retirement 2055 Investor Shares | — | — | — | $54K | 0.4% | |
| Vanguard 2,938 Vanguard Developed Markets Index Admiral Shares | — | — | — | $45K | 0.4% | |
| Great-West 2,645 Yourpath 2065 Moderate | — | — | — | $42K | 0.3% | |
| Vanguard 754 Vanguard High Yield Corporate Admiral Shares | — | — | — | $41K | 0.3% | |
| Vanguard 573 Vanguard Target Retirement 2060 Investor Shares | — | — | — | $29K | 0.2% | |
| Vanguard 2,504 Vanguard Total Bond Market Index Admiral Shares | — | — | — | $24K | 0.2% | |
| Vanguard 1,201 Vanguard Target Retirement 2025 Investor Shares | — | — | — | $22K | 0.2% | |
| Great-West 918 Yourpath 2015 Moderate | — | — | — | $12K | <0.1% | |
| Great-West 889 Yourpath 2045 Aggressive | — | — | — | $11K | <0.1% | |
| Lincoln 5,609 Lincoln Stable Value Account | — | — | — | $7K | <0.1% | |
| Great-West 270 Yourpath 2050 Conservative | — | — | — | $3K | <0.1% | |
| Great-West 199 Yourpath 2040 Aggressive | — | — | — | $2K | <0.1% | |
| Great-West 73 Yourpath 2050 Aggressive | — | — | — | $2K | <0.1% | |
| Great-West 121 Yourpath 2035 Aggressive | — | — | — | $1K | <0.1% | |
| Great-West 133 Yourpath 2035 Conservative | — | — | — | $1K | <0.1% |