PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FORTE CAPITAL LLC
Sponsor portfolio

FORTE CAPITAL LLC

EIN 16-1507924-internet-Latest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
41
400 LINDEN OAKS SUITE 310 - ROCHESTER, NY 14625585-586-8100fortecapital.comLinkedIn1-10 employeesinternet
Plans on this EIN
2 filings
#001401k-$11.2M - 25 part#002CashBalance-$19K - 16 part

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CAPITAL, LLC 401(K) (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL, LLC 401(K) (#001)25
  • CASH BALANCE PLAN (#002)16
Total 41Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORTE CAPITAL, LLC 401(K) PLAN

401k

Assets$11.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FORTE CAPITAL LLC CASH BALANCE PLAN

CashBalance

Assets$19K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORTE CAPITAL, LLC 401(K) PLAN401k$11.2M252024
002FORTE CAPITAL LLC CASH BALANCE PLANCashBalance$19K162025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica