How big is Fortune 45's plan?

Fortune 45's plan reported $304K in assets and 5 participants for 2025.

Original filing (PDF)20260423220225NAL0005227185096

Fortune 45

Name: Fortune 45 — Fortune 45 401(k) Plan, Form 5500 (2025)
Creator: Fortune 45
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortune 45 401(k) Plan

401(k) retirement plan · Fortune 45's Fortune 45 401(k) Plan held $304K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

Plan identifiers

Fortune 45's EIN is 46-1912257.

EIN 46-1912257

Plan number 001

Plan year 2025

ACK ID 20260423220225NAL0005227185096

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fortune 45 from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune 45's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 45.

Finding similar companies…

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

FORTUNE 45

EIN

all filings

Address

39309 TOMMY MOORE RD. · GONZALES, LA · 70737

Phone

(225) 614-9599

Industry

Finance & Insurance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AVID Wealth Partners,LLC

AVID Wealth Partners 401(k) Plan

$305K · 5 participants

Lincoln Churchill LLC

Lincoln Churchill LLC 401(k) Profit Sharing Plan & Trust

$305K · 4 participants

Sornay LLC

Sornay LLC 401(k) Profit Sharing Plan

$305K · 1 participants

Whelan Advisory LLC

Whelan Advisory LLC - 401(k) Plan

$303K · 4 participants

Bryker & Co LLC

Bryker & Co 401(k) Retirement Plan

$308K · 1 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.