How big is Forty AU LLC's plan?

Forty AU LLC's plan reported $3.6M in assets and 114 participants for 2024.

Original filing (PDF)20251007110703NAL0002606803001

Forty AU LLC

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

Form 5500-SF

FILING_RECEIVED

Forty AU LLC 401(k) Plan

401(k) retirement plan · Forty AU LLC's Forty AU LLC 401(k) Plan held $3.6M in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

104

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Robert Watson signed Forty AU LLC's 2024 Form 5500 as plan administrator.

Robert Watson — 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

Forty AU LLC's EIN is 45-3361365.

EIN 45-3361365

Plan number 001

Plan year 2024

ACK ID 20251007110703NAL0002606803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forty AU 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 FORTY AU LLC.

Finding similar companies…

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

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score