How big is Fortitude Financial Management, LLC's plan?

Fortitude Financial Management, LLC's plan reported $3K in assets and 2 participants for 2025.

Original filing (PDF)20260504221111NAL0000577458019

Fortitude Financial Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Fortitude Financial Management, LLC 401(k) Plan

401(k) retirement plan · Fortitude Financial Management, LLC's Fortitude Financial Management, LLC 401(k) Plan held $3K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan identifiers

Fortitude Financial Management, LLC's EIN is 27-4417808.

EIN 27-4417808

Plan number 001

Plan year 2025

ACK ID 20260504221111NAL0000577458019

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fortitude Financial Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fortitude Financial Management, LLC'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 FORTITUDE FINANCIAL MANAGEMENT, LLC.

Finding similar companies…

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