Jonathan Goldin signed Fortis Payment Systems, LLC DBA Fortis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortis Payment Systems, LLC DBA Fortis' EIN is 27-3375894.
Download the official 2024 Form 5500 (PDF) for Fortis Payment Systems, LLC DBA Fortis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortis Payment Systems, LLC DBA Fortis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | ERIE, PA | CONTRACT ADMIN | $14K | — |
