· 2022–2024 · DOL EFAST2

Fortress Financial LLC — Fortress Financial LLC, Form 5500 (2024)

Original filing (PDF)20250701081147NAL0017423616001

Fortress Financial LLC

Form 5500-SF

FILING_RECEIVED

Fortress Financial LLC 401(k) Plan

401(k) retirement plan · Fortress Financial LLC's Fortress Financial LLC 401(k) Plan held $2.7M in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

9

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

76

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 FORTRESS FINANCIAL LLC.

Plan sponsor

Name

FORTRESS FINANCIAL LLC

EIN

20-2333032all filings

Address

800 ASBURY AVE · OCEAN CITY, NJ · 082263612

Phone

(609) 399-7600

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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