How big is Forte Financial, LLC's plan?

Forte Financial, LLC's plan reported $402K in assets and 14 participants for 2025.

Original filing (PDF)20260504092331NAL0007443634001

Forte Financial, LLC

Name: Forte Financial, LLC — Forte Financial, LLC, Form 5500 (2025)
Creator: Forte Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forte Financial, LLC Incentive Savings Plan

401(k) retirement plan · Forte Financial, LLC's Forte Financial, LLC Incentive Savings Plan held $402K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$402K

Net assets (EOY)

$402K

People on this filing

James Forte signed Forte Financial, LLC's 2025 Form 5500 as plan administrator.

James Forte — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forte Financial, LLC's EIN is 84-1913234.

EIN 84-1913234

Plan number 002

Plan year 2025

ACK ID 20260504092331NAL0007443634001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Forte Financial, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off