Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORGE CAPITAL PARTNERS, LLC
EIN 20-3025159real estateLatest filing 2025
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
24
2501 S. MACDILL AVENUE - TAMPA, FL 33629813-574-6774forgecapitalpartners.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.7M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORGE CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$8.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORGE CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $8.8M | 12 | 2025 | |
| 002 | FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.9M | 12 | 2024 |
Retirement plans