Original filing (PDF)20251007141941NAL0004709073001

FORGE SPECIALTY PARTNERS

Name: FORGE SPECIALTY PARTNERS — FORGE SPECIALTY PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: FORGE SPECIALTY PARTNERS

Form 5500-SF

FILING_RECEIVED

FORGE SPECIALTY PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORGE SPECIALTY PARTNERS.

Plan sponsor

Name

FORGE SPECIALTY PARTNERS

EIN

92-0974696

Address

3700 INGLESIDE BLVD · LADSON, SC · 29456

Phone

(843) 762-9028

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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