How big is Fortune Financial, LLC's plan?

Fortune Financial, LLC's plan reported $5.5M in assets and 26 participants for 2025.

Original filing (PDF)20260513084632NAL0006174627001

Fortune Financial, LLC

Name: Fortune Financial, LLC — Fortune Financial 401(k), Form 5500 (2025)
Creator: Fortune Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortune Financial 401(k) Savings Plan

401(k) retirement plan · Fortune Financial, LLC's Fortune Financial 401(k) Savings Plan held $5.5M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

MR. Gaylen Harms signed Fortune Financial, LLC's 2025 Form 5500 as plan administrator.

MR. Gaylen Harms — 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 Financial, LLC's EIN is 41-1888998.

EIN 41-1888998

Plan number 001

Plan year 2025

ACK ID 20260513084632NAL0006174627001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL, LLC.

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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