How big is Fort Wealth Management's plan?

Fort Wealth Management's plan reported $411K in assets and 4 participants for 2025.

Original filing (PDF)20260417220119NAL0027113139013

Fort Wealth Management

Name: Fort Wealth Management — Fort Wealth Management, Form 5500 (2025)
Creator: Fort Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fort Wealth Management 401(k) Plan

401(k) retirement plan · Fort Wealth Management's Fort Wealth Management 401(k) Plan held $411K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

Plan identifiers

Fort Wealth Management's EIN is 26-2479309.

EIN 26-2479309

Plan number 001

Plan year 2025

ACK ID 20260417220119NAL0027113139013

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fort Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fort Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FORT WEALTH MANAGEMENT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

FORT WEALTH MANAGEMENT

EIN

all filings

Address

7701 SAN FELIPE BLVD · STE 100 · AUSTIN, TX · 78729

Phone

(512) 433-6492

Industry

Finance & Insurance

Plan administrator