How big is Forge Financial and Management Consulting, Inc.'s plan?

Forge Financial and Management Consulting, Inc.'s plan reported $3.4M in assets and 34 participants for 2024.

Original filing (PDF)20251014101711NAL0001222467001

Forge Financial and Management Consulting, Inc.

Name: Forge Financial and Management Consulting, Inc. — Form 5500 Plan 001 (2024)
Creator: Forge Financial and Management Consulting, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forge Financial and Management Consulting, Inc. 401(k) Plan

401(k) retirement plan · Forge Financial and Management Consulting, Inc.'s Forge Financial and Management Consulting, Inc. 401(k) Plan held $3.4M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Forge Financial and Management Consulting, Inc.'s EIN is 88-2802798.

EIN 88-2802798

Plan number 001

Plan year 2024

ACK ID 20251014101711NAL0001222467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forge Financial and Management Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forge Financial and Management Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORGE FINANCIAL AND MANAGEMENT CONSULTING, INC..

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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