Original filing (PDF)20250918133509NAL0001814288001

FORTUN INSURANCE LLC

Name: FORTUN INSURANCE LLC — FORTUN INSURANCE LLC 401(K) PLAN, Form 5500 (2024)
Creator: FORTUN INSURANCE LLC

Form 5500-SF

FILING_RECEIVED

FORTUN INSURANCE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTUN INSURANCE LLC.

Plan sponsor

Name

FORTUN INSURANCE LLC

EIN

20-5182272

Address

365 PALERMO AVE · CORAL GABLES, FL · 33134

Phone

(305) 529-6429

Industry

Finance & Insurancesee all

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INNOVATIVE MANAGEMENT STRATEGISTS, LLC

INNOVATIVE MANAGEMENT STRATEGISTS, LLC 401(K) PROFIT SHARING PLAN

$1.2M · 17 participants

DENNY & ASSOCIATES INC

DENNY & ASSOCIATES, INC. 401K PLAN

$1.2M · 8 participants

CHRISTOPHER TOGAWA INSURANCE AGENCY, INC.

CHRISTOPHER TOGAWA INSURANCE AGENCY 401(K) PLAN

$1.2M · 4 participants

ROSSITER FINANCIAL GROUP, INC.

ROSSITER FINANCIAL GROUP 401(K) PLAN

$1.2M · 2 participants

INSIGHT BENEFIT ADMINISTRATORS LLC