How big is Forge Group, LLC's plan?

Forge Group, LLC's plan reported $7.0M in assets and 131 participants for 2024.

Original filing (PDF)20250522143429NAL0008434786001

Forge Group, LLC

Name: Forge Group, LLC — Forge Group, LLC 401(k) Plan &, Form 5500 (2024)
Creator: Forge Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forge Group, LLC 401(k) Plan & Trust

401(k) retirement plan · Forge Group, LLC's Forge Group, LLC 401(k) Plan & Trust held $7.0M in plan assets for 131 participants in 2024.

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

112

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

John Ansay signed Forge Group, LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

Forge Group, LLC's EIN is 30-0997829.

EIN 30-0997829

Plan number 001

Plan year 2024

ACK ID 20250522143429NAL0008434786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forge Group, LLC'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 FORGE GROUP, LLC.

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score