How big is Forte Capital Group's plan?

Forte Capital Group's plan reported $372K in assets and 8 participants for 2024.

Original filing (PDF)20260228050218NAL0001741312001

Forte Capital Group

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

Form 5500-SF

FILING_RECEIVED

Forte Capital Group 401(k) Plan

401(k) retirement plan · Forte Capital Group's Forte Capital Group 401(k) Plan held $372K in plan assets for 8 participants in 2024.

Signals · 2

Late filing · 3.4 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

People on this filing

Denise Monteforte signed Forte Capital Group's 2024 Form 5500 as plan administrator.

Denise Monteforte — 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 Capital Group's EIN is 27-0193348.

EIN 27-0193348

Plan number 001

Plan year 2024

ACK ID 20260228050218NAL0001741312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forte Capital Group'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 CAPITAL GROUP.

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Plan health score

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

100

Knocking points off

Filed 3.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score