FORTNA SYSTEMS, INC. 401(k) Plan
What public Form 5500 filings show about the FORTNA SYSTEMS, INC. 401(k) plan — and how to find and check your own account.
The FORTNA SYSTEMS, INC. 401(k) on its latest Form 5500
FORTNA SYSTEMS, INC. (EIN 61-1350369) reports FORTNA 401(K) PLAN on its most recent Form 5500, with $148.0M in plan assets across 1,822 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 FORTNA SYSTEMS, INC. filing — schedules, fees, and providers.
Who runs the FORTNA SYSTEMS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FORTNA SYSTEMS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAP FINANCIAL PARTNERS, CHARLES SCHWAB & CO.
How to check your FORTNA SYSTEMS, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask FORTNA SYSTEMS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).