How big is Forecastle Advisors, LLC's plan?

Forecastle Advisors, LLC's plan reported $2.4M in assets and 7 participants for 2024.

Original filing (PDF)20251013121615NAL0001912960001

Forecastle Advisors, LLC

Name: Forecastle Advisors, LLC — Forecastle Advisors Cash, Form 5500 (2024)
Creator: Forecastle Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forecastle Advisors Cash Balance Pension Plan

Defined-benefit pension plan · Forecastle Advisors, LLC's Forecastle Advisors Cash Balance Pension Plan held $2.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Forecastle Advisors, LLC's EIN is 82-2589269.

EIN 82-2589269

Plan number 001

Plan year 2024

ACK ID 20251013121615NAL0001912960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forecastle Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORECASTLE ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score