How big is Fortis Bancorp's plan?

Fortis Bancorp's plan reported $5.9M in assets and 83 participants for 2024.

Original filing (PDF)20250922112528NAL0012158530001

Fortis Bancorp

Name: Fortis Bancorp — Fortis Bancorp 401(k) Profit, Form 5500 (2024)
Creator: Fortis Bancorp
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortis Bancorp 401(k) Profit Sharing Plan

401(k) retirement plan · Fortis Bancorp's Fortis Bancorp 401(k) Profit Sharing Plan held $5.9M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Lauren Miller signed Fortis Bancorp's 2024 Form 5500 as plan administrator.

Lauren Miller — 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 Bancorp's EIN is 20-8116869.

EIN 20-8116869

Plan number 001

Plan year 2024

ACK ID 20250922112528NAL0012158530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortis Bancorp from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortis Bancorp's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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