Original filing (PDF)20231025133307NAL0010008848001

FORTRESS FORMS, INC.

Name: FORTRESS FORMS, INC. — FORTRESS PROFIT SHARING PLAN, Form 5500 (2022)
Creator: FORTRESS FORMS, INC.

Form 5500-SF

FILING_RECEIVED

FORTRESS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTRESS FORMS, INC..

Plan sponsor

Name

FORTRESS FORMS, INC.

EIN

39-1027559

Address

2225 S. 170TH STREET · NEW BERLIN, WI · 53151

Phone

(262) 797-7520

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2023-10-25

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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