How big is Forella Group, LLC's plan?

Forella Group, LLC's plan reported $1.5M in assets and 14 participants for 2024.

Original filing (PDF)20250824191733NAL0003603555001

Forella Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Forella Group, LLC 401(k) Plan

401(k) retirement plan · Forella Group, LLC's Forella Group, LLC 401(k) Plan held $1.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Forella Group, LLC's EIN is 65-1175651.

EIN 65-1175651

Plan number 001

Plan year 2024

ACK ID 20250824191733NAL0003603555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forella Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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