How big is Fort CPA Inc.'s plan?

Fort CPA Inc.'s plan reported $255K in assets and 8 participants for 2024.

Original filing (PDF)20250903102147NAL0015093777001

Fort CPA Inc.

Name: Fort CPA Inc. — Fort CPA Inc. 401(k) Plan, Form 5500 (2024)
Creator: Fort CPA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fort CPA Inc. 401(k) Plan

401(k) retirement plan · Fort CPA Inc.'s Fort CPA Inc. 401(k) Plan held $255K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Aaron Fort signed Fort CPA Inc.'s 2024 Form 5500 as plan administrator.

Aaron Fort — 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

Fort CPA Inc.'s EIN is 45-3729620.

EIN 45-3729620

Plan number 001

Plan year 2024

ACK ID 20250903102147NAL0015093777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fort CPA Inc.'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 FORT CPA 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FORT CPA INC

EIN

all filings

Address

407 WILCOX ST · CASTLE ROCK, CO · 80104

Phone

(303) 688-0375

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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