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  1. Companies/
  2. Forge Financial Services, LLC

Filings through Oct 24, 2026.

Forge Financial Services, LLC

EIN 20-0773408-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.7M assets
Health & Benefits
0
Participants
31
2901 S. BRYANT AVENUE - EDMOND, OK 73013405-340-1600shawfinancialinc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$8.7M - 31 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN

401(k)

Assets$8.7M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN401(k)$8.7M312025
  • FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN$8.7M
    #001 · 401(k) · 202531
Retirement plans
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