How big is Forte Enterprises LLC's plan?

Forte Enterprises LLC's plan reported $101K in assets and 6 participants for 2023.

Original filing (PDF)20241003124113NAL0017683552001

Forte Enterprises LLC

Name: Forte Enterprises LLC — Form 5500 (2023)
Creator: Forte Enterprises LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Forte Enterprises LLC held $101K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Heidi Schmidt signed Forte Enterprises LLC's 2023 Form 5500 as plan administrator.

Heidi Schmidt — 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 Enterprises LLC's EIN is 47-4461513.

EIN 47-4461513

Plan number 001

Plan year 2023

ACK ID 20241003124113NAL0017683552001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forte Enterprises LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forte Enterprises LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ENTERPRISES LLC.

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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