Original filing (PDF)20250418220848NAL0000052625001

FORTIS PARTNERS & CO LTD

Name: FORTIS PARTNERS & CO LTD — FORTIS PARTNERS & CO 401(K) PLAN, Form 5500 (2024)
Creator: FORTIS PARTNERS & CO LTD

Form 5500-SF

FILING_RECEIVED

FORTIS PARTNERS & CO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTIS PARTNERS & CO LTD.

Plan sponsor

Name

FORTIS PARTNERS & CO LTD

EIN

20-2012693

Address

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

Phone

(646) 267-3352

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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