How big is Dana Forte, D.O., Ltd.'s plan?

Dana Forte, D.O., Ltd.'s plan reported $657K in assets and 35 participants for 2024.

Original filing (PDF)20251014010353NAL0004398834001

Dana Forte, D.O., Ltd.

Name: Dana Forte, D.O., Ltd. — Forte Family Practice, Form 5500 (2024)
Creator: Dana Forte, D.O., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forte Family Practice 401(k) Retirement Plan

401(k) retirement plan · Dana Forte, D.O., Ltd.'s Forte Family Practice 401(k) Retirement Plan held $657K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

Plan identifiers

Dana Forte, D.O., Ltd.'s EIN is 88-0356460.

EIN 88-0356460

Plan number 001

Plan year 2024

ACK ID 20251014010353NAL0004398834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dana Forte, D.O., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dana Forte, D.O., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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