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FORTE INTERNATIONAL EXCHANGE ASSOCIATION — FORTE INTERNATIONAL EXCHANGE ASSOCIATION 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250530033142NAL0014442240001
FORTE INTERNATIONAL EXCHANGE ASSOCIATION
Form 5500-SF
FILING_RECEIVED
FORTE INTERNATIONAL EXCHANGE ASSOCIATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$968K
Net assets (EOY)
$968K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FORTE INTERNATIONAL EXCHANGE ASSOCIATION
.
Find decision makers
Plan sponsor
Name
FORTE INTERNATIONAL EXCHANGE ASSOCIATION
EIN
52-2305779
Address
7115 LEESBURG PIKE STE 217 · FALLS CHURCH, VA · 22043
Phone
(703) 237-1688
Industry
Educational Services
see 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
2025-05-30
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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NG DB MT FIXED INCOME FUND
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