P 401(k) Plan Report

Stable plan record

FORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN

Sponsored by FORTE FINANCIAL, LLC · EIN/PN 841913234-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$978
Administrative cost per participant
2025
$24
Active participants
2025
14
Total plan assets
2025
$402,390
Participant loans as a share of assets
2025
4.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504092331NAL000744363400114$978
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.