How big is Forte Foundation's plan?

Forte Foundation's plan reported $4.5M in assets and 32 participants for 2024.

Original filing (PDF)20250512171258NAL0012852851001

Forte Foundation

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

Form 5500-SF

FILING_RECEIVED

Forte Foundation 401(k) Plan

401(k) retirement plan · Forte Foundation's Forte Foundation 401(k) Plan held $4.5M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Elissa Sangster signed Forte Foundation's 2024 Form 5500 as plan administrator.

Elissa Sangster — 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 Foundation's EIN is 61-1457145.

EIN 61-1457145

Plan number 001

Plan year 2024

ACK ID 20250512171258NAL0012852851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FORTE FOUNDATION

EIN

all filings

Address

9600 ESCARPMENT #745 · PMB 72 · AUSTIN, TX · 78749

Phone

(713) 301-9039

Industry

Other Services (ex. Public Admin)

Plan administrator