Forte Labs, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Forte Labs, INC.
  • Sponsor EIN: 833850107
  • Sponsor Address: 611 GATEWAY BLVD, SUITE 120, SOUTH SAN FRANCISCO, CA, 94104
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $6.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202431$6.9M$291,194$867,858
202365$4.4M$305,217$1.1M
202292$2.6M$33,695$292,473

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