How big is Fortis Consulting Group LLC's plan?

Fortis Consulting Group LLC's plan reported $3.4M in assets and 7 participants for 2024.

Original filing (PDF)20250701181655NAL0031167234001

Fortis Consulting Group LLC

Name: Fortis Consulting Group LLC — Fortis Consulting, Form 5500 (2024)
Creator: Fortis Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortis Consulting Group LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Fortis Consulting Group LLC's Fortis Consulting Group LLC 401(k) & Profit Sharing Plan held $3.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Frankie Francese signed Fortis Consulting Group LLC's 2024 Form 5500 as plan administrator.

Frankie Francese — 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 Consulting Group LLC's EIN is 22-3724741.

EIN 22-3724741

Plan number 001

Plan year 2024

ACK ID 20250701181655NAL0031167234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fortis Consulting Group LLC'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 CONSULTING GROUP LLC.

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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