How big is Forge Specialty Partners' plan?

Forge Specialty Partners' plan reported $8.0M in assets and 127 participants for 2024.

Original filing (PDF)20251007141941NAL0004709073001

Forge Specialty Partners

Name: Forge Specialty Partners — Forge Specialty Partners, Form 5500 (2024)
Creator: Forge Specialty Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forge Specialty Partners 401(k) Plan

401(k) retirement plan · Forge Specialty Partners' Forge Specialty Partners 401(k) Plan held $8.0M in plan assets for 127 participants in 2024.

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

IAN Brock signed Forge Specialty Partners' 2024 Form 5500 as plan administrator.

IAN Brock — 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

Forge Specialty Partners' EIN is 92-0974696.

EIN 92-0974696

Plan number 003

Plan year 2024

ACK ID 20251007141941NAL0004709073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forge Specialty Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forge Specialty Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 SPECIALTY PARTNERS.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score