How big is FORA Capital, LLC's plan?

FORA Capital, LLC's plan reported $653K in assets and 8 participants for 2025.

Original filing (PDF)20260417220043NAL0029384338003

FORA Capital, LLC

Name: FORA Capital, LLC — FORA Capital 401(k) Plan, Form 5500 (2025)
Creator: FORA Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FORA Capital 401(k) Plan

401(k) retirement plan · FORA Capital, LLC's FORA Capital 401(k) Plan held $653K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$653K

Net assets (EOY)

$653K

Plan identifiers

FORA Capital, LLC's EIN is 82-4694092.

EIN 82-4694092

Plan number 001

Plan year 2025

ACK ID 20260417220043NAL0029384338003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FORA Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORA CAPITAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score