How big is Forte Research Group, Inc.'s plan?

Forte Research Group, Inc.'s plan reported $387K in assets and 1 participants for 2022.

Original filing (PDF)20230517134528NAL0004144274001

Forte Research Group, Inc.

Name: Forte Research Group, Inc. — Forte Research Group, Form 5500 (2022)
Creator: Forte Research Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forte Research Group, Inc. 401(k) P/S Plan

401(k) retirement plan · Forte Research Group, Inc.'s Forte Research Group, Inc. 401(k) P/S Plan held $387K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

People on this filing

Christopher Abate signed Forte Research Group, Inc.'s 2022 Form 5500 as plan administrator.

Christopher Abate — 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 Research Group, Inc.'s EIN is 27-5364821.

EIN 27-5364821

Plan number 001

Plan year 2022

ACK ID 20230517134528NAL0004144274001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Forte Research Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Forte Research Group, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 RESEARCH GROUP, INC.

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FORTE RESEARCH GROUP, INC

EIN

all filings

Address

1105 JEFFREY ST · ASBURY PARK, NJ · 07712

Phone

(201) 572-5303

Industry

Professional & Technical Services

Plan administrator