What public Form 5500 filings show about the Fortress Financial Solutions, LLC 401(k) plan — and how to find and check your own account.
Fortress Financial Solutions, LLC (EIN 86-1018505) reports FORTRESS FINANCIAL SOLUTIONS RETIREMENT TRUST on its most recent Form 5500, with $789K in plan assets across 9 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 Fortress Financial Solutions, LLC filing — schedules, fees, and providers.
Fortress Financial Solutions, LLC’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 Fortress Financial Solutions, LLCHR for the recordkeeper’s name and login.
