How big is Fortis Partners & Co Ltd.'s plan?

Fortis Partners & Co Ltd.'s plan reported $5K in assets and 2 participants for 2025.

Original filing (PDF)20260427221101NAL0005081011048

Fortis Partners & Co Ltd.

Name: Fortis Partners & Co Ltd. — Fortis Partners & Co, Form 5500 (2025)
Creator: Fortis Partners & Co Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortis Partners & Co 401(k) Plan

401(k) retirement plan · Fortis Partners & Co Ltd.'s Fortis Partners & Co 401(k) Plan held $5K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Elantha Barry signed Fortis Partners & Co Ltd.'s 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fortis Partners & Co Ltd.'s EIN is 20-2012693.

EIN 20-2012693

Plan number 001

Plan year 2025

ACK ID 20260427221101NAL0005081011048

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fortis Partners & Co Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fortis Partners & Co Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FORTIS PARTNERS & CO LTD

EIN

all filings

Address

62 WILLIAM STREET · 6TH FLOOR · NEW YORK, NY · 10005

Phone

(646) 267-3352

Industry

Finance & Insurance

Plan administrator