Forge Financial & Management Consul
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Forge Financial & Management Consul audit?
Forge Financial & Management Consul was the independent auditor for 40 retirement plan filings in plan year 2024, with clients in 6 states and territories — the #272 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 88-2802798 |
| Retirement plan audits (401(k), 403(b), pension) | 40 |
| All audited filings (incl. welfare plans) | 40 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #272 of 3,956 |
| National rank, all audited filings (league-table basis) | #299 of 4,052 |
| Average client size (participants) | 471 |
| Largest client (participants) | 5,853 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Forge Financial & Management Consul audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Iowa | 35 | 87.5% |
| Florida | 1 | 2.5% |
| Georgia | 1 | 2.5% |
| Illinois | 1 | 2.5% |
| Minnesota | 1 | 2.5% |
| South Carolina | 1 | 2.5% |
Largest concentration: Iowa (35 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Forge Financial & Management Consul issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 39 | 97.5% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 2.5% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Forge Financial & Management Consul
| Plan sponsor | State | Participants |
|---|---|---|
| CRST Expedited Inc | IA | 5,853 |
| Musco Corporation | IA | 1,657 |
| Optimae Liefservices Inc | IA | 1,162 |
| Landus Cooperative | IA | 1,143 |
| Systems Unlimited, Inc. | IA | 895 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Forge Financial & Management Consul (EIN 88-2802798) is named as the plan’s independent qualified public accountant. Forge Financial & Management Consul did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.