Back to filter
Original filing (PDF)20250902160538NAL0008864563001
FORGE SPECIALTY PARTNERS
Form 5500
FILING_RECEIVED
BASIC LIFE AND AD&D
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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 BOULEVARD · BUILDING 101 · LADSON, SC · 29465
Phone
(843) 762-9028
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Welfare benefit codes
4B · Life Insurance
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Offices of Dentists plans
ASCENT DENTAL CARE, LLC
ASCENT DENTAL CARE, LLC 401(K) PLAN
$0
COLLEGE PARK IMPLANT & GENERAL DENTISTRY PLLC
COLLEGE PARK IMPLANT & GENERAL DENTISTRY PLLC 401(K) PLAN
$0
DERIE R. TRUJILLO, DDS
DERIE R. TRUJILLO, DDS 401(K) PLAN
$0
PINE RIDGE DENTAL GROUP
PINE RIDGE DENTAL GROUP 401(K) P/S PLAN
$0
DR. JAMIE M. DAY, DDS, MS PLL
DR. JAMIE M. DAY, DDS, MS PLL CBWV BENEFIT PLAN
$0
AMA DENTAL CARE LLC
AMA DENTAL CARE 401(K) PLAN
$0 · 3 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants