How big is Fortress Financial Services LLC's plan?

Fortress Financial Services LLC's plan reported $177K in assets and 1 participants for 2024.

Original filing (PDF)20250917164502NAL0000547185001

Fortress Financial Services LLC

Name: Fortress Financial Services LLC — Fortress Financial, Form 5500 (2024)
Creator: Fortress Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortress Financial LLC. 401(k) Plan

401(k) retirement plan · Fortress Financial Services LLC's Fortress Financial LLC. 401(k) Plan held $177K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

Herman Nainkin signed Fortress Financial Services LLC's 2024 Form 5500 as plan administrator.

Herman Nainkin — 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

Fortress Financial Services LLC's EIN is 20-3201637.

EIN 20-3201637

Plan number 001

Plan year 2024

ACK ID 20250917164502NAL0000547185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortress Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortress Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTRESS FINANCIAL SERVICES LLC.

Finding similar companies…

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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FORTRESS FINANCIAL SERVICES LLC

EIN

all filings

Address

4836 RANCHITO AVE · SHERMAN OAKS, CA · 91423

Phone

(310) 476-9803

Industry

Finance & Insurance

Plan administrator