# Forta, LLC 401(k) Plan
Source: https://planprovider.pro/companies/forta-llc-251347846-001

> Forta, LLC's 401(k) plan: 155 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Forta, LLC

- **Sponsor EIN:** 251347846

- **Sponsor Address:** 100 FORTA DRIVE, GROVE CITY, PA, 16127

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 155

- **Total Assets:** $11.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|155|$11.2M|$0|$0|

| 2024|110|$9.7M|$134,046|$370,067|

| 2023|62|$6.8M|$95,871|$323,362|

| 2022|55|$5.3M|$104,509|$311,529|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ASCENSUS LLC|Other Service Provider|$6,750|$35|$6,785|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,785

- **Estimated Expense Ratio:** 0.061% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$1,410,429|—|$6,750|—|—|

| 2024|$357,530|—|—|—|—|

| 2023|$252,268|—|—|—|—|

| 2022|$432,752|—|—|—|—|

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