How big is Forteceo Services, Inc..'s plan?

Forteceo Services, Inc..'s plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250718123136NAL0001785985001

Forteceo Services, Inc..

Name: Forteceo Services, Inc.. — Forteceo Services, Inc., Form 5500 (2024)
Creator: Forteceo Services, Inc..
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forteceo Services, Inc. Retirement Plan

401(k) retirement plan · Forteceo Services, Inc..'s Forteceo Services, Inc. Retirement Plan held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Edward Pooley signed Forteceo Services, Inc..'s 2024 Form 5500 as plan administrator.

Edward Pooley — 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

Forteceo Services, Inc..'s EIN is 36-4420180.

EIN 36-4420180

Plan number 001

Plan year 2024

ACK ID 20250718123136NAL0001785985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forteceo Services, Inc.. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forteceo Services, Inc..'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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