AUMdb

Forte Residential, Inc. Employee Stock Ownership Plan

Sponsored by Forte Residential, Inc. · EIN 351858834 · Plan #001

Total assets
$17.4M
Net assets
$15.6M
Active participants
259
With balances
348

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.