What public Form 5500 filings show about the Forteris Wealth Management, Inc. 401(k) plan — and how to find and check your own account.
Forteris Wealth Management, Inc. (EIN 13-3723913) reports FORTERIS WEALTH MANAGEMENT, INC. RETIREMENT PLAN on its most recent Form 5500, with $2.3M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Forteris Wealth Management, Inc. filing — schedules, fees, and providers.
Forteris Wealth Management, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Forteris Wealth Management, Inc.HR for the recordkeeper’s name and login.
