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FORTE DYNAMICS, INC. — FORTE DYNAMICS, INC. 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241118121249NAL0002901058001
FORTE DYNAMICS, INC.
Form 5500-SF
FILING_RECEIVED
FORTE DYNAMICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 5.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
80
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 DYNAMICS, INC.
.
Find decision makers
Plan sponsor
Name
FORTE DYNAMICS, INC.
EIN
82-1737648
Address
2580 EAST HARMONY ROAD · SUITE 301 · FORT COLLINS, CO · 80528
Phone
(970) 217-5961
Industry
Construction
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
62-1874769
City
KNOXVILLE, TN
Phone
(864) 670-1844
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-08-02
Filed
2024-11-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 5.0 months past the 10.5-month grace window.
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.
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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