How big is Fortune Management, Inc.'s plan?

Fortune Management, Inc.'s plan reported $1.0M in assets and 8 participants for 2025.

Original filing (PDF)20260512090851NAL0006617841001

Fortune Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Fortune Management, Inc. 401(k) Plan

401(k) retirement plan · Fortune Management, Inc.'s Fortune Management, Inc. 401(k) Plan held $1.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Matthew LUND signed Fortune Management, Inc.'s 2025 Form 5500 as plan administrator.

Matthew LUND — 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 Management, Inc.'s EIN is 30-1176346.

EIN 30-1176346

Plan number 001

Plan year 2025

ACK ID 20260512090851NAL0006617841001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MANAGEMENT, 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