How big is Fortune Financial Services, Inc.'s plan?

Fortune Financial Services, Inc.'s plan reported $1.3M in assets and 11 participants for 2024.

Original filing (PDF)20250324150141NAL0006975379001

Fortune Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Fortune Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Fortune Financial Services, Inc.'s Fortune Financial Services, Inc. 401(k) Plan held $1.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mitch Whitenack signed Fortune Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Mitch Whitenack — 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

Fortune Financial Services, Inc.'s EIN is 25-1799740.

EIN 25-1799740

Plan number 001

Plan year 2024

ACK ID 20250324150141NAL0006975379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fortune Financial Services, Inc.'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 FORTUNE FINANCIAL SERVICES, INC..

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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