How big is Fortune Capital Management SER's plan?

Fortune Capital Management SER's plan reported $184K in assets and 11 participants for 2024.

Original filing (PDF)20250514100138NAL0027881408001

Fortune Capital Management SER

Name: Fortune Capital Management SER — Fortune Capital, Form 5500 (2024)
Creator: Fortune Capital Management SER
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortune Capital Management SER 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Fortune Capital Management SER's Fortune Capital Management SER 401(k) Profit Sharing Plan & Trust held $184K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Ingris L Parvani signed Fortune Capital Management SER's 2024 Form 5500 as plan administrator.

Ingris L Parvani — 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 Capital Management SER's EIN is 26-3836520.

EIN 26-3836520

Plan number 001

Plan year 2024

ACK ID 20250514100138NAL0027881408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortune Capital Management SER from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortune Capital Management SER'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 CAPITAL MANAGEMENT SER.

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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

Knocking points off