Original filing (PDF)20251014000952NAL0000983523001

FORGE GLOBAL INDUSTRIES, INC.

Name: FORGE GLOBAL INDUSTRIES, INC. — FORGE 401(K) PLAN, Form 5500 (2024)
Creator: FORGE GLOBAL INDUSTRIES, INC.

Form 5500-SF

FILING_RECEIVED

FORGE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORGE GLOBAL INDUSTRIES, INC..

Plan sponsor

Name

FORGE GLOBAL INDUSTRIES, INC.

EIN

45-4355091

Address

PO BOX 969 · WALLIS, TX · 77485

Phone

(713) 637-8778

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

PERFORMANCE HEATING LLC

PERFORMANCE HEATING LLC 401(K) PROFIT SHARING PLAN

$643K · 2 participants

VAHTERUS MANUFACTURING CORPORATI

VAHTERUS MANUFACTURING 401K PLAN

$589K · 9 participants

NORTHWEST SERVICES, INC.

NORTHWEST SERVICES, INC. CASH BALANCE PLAN

$588K · 6 participants

RHODES MANUFACTURING LLC

RHODES MANUFACTURING LLC 401(K) PROFIT SHARING PLAN & TRUST

$700K · 20 participants

DE LA GARZA FENCE COMPANY, INC.

DLG 401(K) PLAN