OpenERISA

Forge Financial Services, LLC

Edmond, OK, 73013

EIN 20-0773408
Plans
1
Total participants
137
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
525100

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Forge Financial Services Retirement Savings Plan24
2024Form 5500-SF001Forge Financial Services Retirement Savings Plan24
2023Form 5500-SF001Shaw Financial Services Retirement Savings Plan23
2022Form 5500-SF001Shaw Financial Services Retirement Savings Plan22
2021Form 5500-SF001Shaw Financial Services Retirement Savings Plan23
2020Form 5500-SF001Shaw Financial Services Retirement Savings Plan21

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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