Original filing (PDF)20260228050218NAL0001741312001

FORTE CAPITAL GROUP

Name: FORTE CAPITAL GROUP — FORTE CAPITAL GROUP 401K PLAN, Form 5500 (2024)
Creator: FORTE CAPITAL GROUP

Form 5500-SF

FILING_RECEIVED

FORTE CAPITAL GROUP 401K PLAN

401(k) retirement plan

Signals · 2

Late filing · 3.4 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTE CAPITAL GROUP.

Plan sponsor

Name

FORTE CAPITAL GROUP

EIN

27-0193348

Address

199 WATER STREET 21ST FLOOR · NEW YORK, NY · 10038

Phone

(212) 417-8232

Industry

Admin Support & Waste Mgmtsee 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

2026-02-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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