How big is Fortify Wealth, Inc.'s plan?

Fortify Wealth, Inc.'s plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20251015093652NAL0004196577001

Fortify Wealth, Inc.

Name: Fortify Wealth, Inc. — Fortify Wealth, Inc. Profit, Form 5500 (2024)
Creator: Fortify Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortify Wealth, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Fortify Wealth, Inc.'s Fortify Wealth, Inc. Profit Sharing 401(k) Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Fortify Wealth, Inc.'s EIN is 43-1070518.

EIN 43-1070518

Plan number 002

Plan year 2024

ACK ID 20251015093652NAL0004196577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortify Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortify Wealth, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTIFY WEALTH, 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