How big is Forte Securities LLC's plan?

Forte Securities LLC's plan reported $424K in assets and 1 participants for 2024.

Original filing (PDF)20250820122414NAL0001600963001

Forte Securities LLC

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

Form 5500-SF

FILING_RECEIVED

Forte Securities LLC Cash Balance Plan

Defined-benefit pension plan · Forte Securities LLC's Forte Securities LLC Cash Balance Plan held $424K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$424K

Net assets (EOY)

$424K

Plan identifiers

Forte Securities LLC's EIN is 82-5043133.

EIN 82-5043133

Plan number 001

Plan year 2024

ACK ID 20250820122414NAL0001600963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forte Securities LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTE SECURITIES 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