Fortress Wealth Planning, LLC
EIN 81-4966963PONTE VEDRA BEACH, FL
Fortress Wealth Planning, LLC (EIN 81-4966963) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $469K in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
7
Total assets
$469K
A Fortress Wealth Planning, LLC employee? See the Fortress Wealth Planning, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 81-4966963
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Fortress Wealth Planning 401(k) Plan | 001 | 7 | $469K |
About this EIN
81-4966963 is the Employer Identification Number (EIN) Fortress Wealth Planning, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?