Original filing (PDF)20250820122414NAL0001600963001

FORTE SECURITIES LLC

Name: FORTE SECURITIES LLC — FORTE SECURITIES LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: FORTE SECURITIES LLC

Form 5500-SF

FILING_RECEIVED

FORTE SECURITIES LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$424K

Net assets (EOY)

$424K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

FORTE SECURITIES LLC

EIN

82-5043133all filings

Address

77 WATER STREET · SUITE 1604 · NEW YORK, NY · 10005

Phone

(929) 999-1783

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MARSHALL R CASSEDY JR

CASSEDY AND COMPANY MONEY PURCHASE PENSION PLAN

$424K · 3 participants

J ARIAS MEDICAL CORPORATION

J ARIAS MEDICAL CORPORATION 401K PLAN

$423K · 3 participants

MOUNTAIN VIEW FINANCIAL, INC.

MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN

$422K · 2 participants

HUA YING, INC.

HUA YING, INC. 401(K) PLAN

$421K · 19 participants

CANOPY CAPITAL MANAGEMENT, LLC

CANOPY CAPITAL MANAGEMENT, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.