Tiffany Hoxie signed Fortifi Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortifi Bank's EIN is 39-0280510.
Download the official 2024 Form 5500 (PDF) for Fortifi Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortifi Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER RETIREMENT ADVISED ASSET GR | 84-0467907 | GREENWOOD VILLAGE, CO | RECORD-KEEPER | $20K | — |
| PPG RETIREMENT PLAN SERVICES | — | KENOSHA, WI | OTHER | $480 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.1M | 100.0% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $198K | 2.0% |
