Original filing (PDF)20250616162644NAL0002742146001

FORTIS LAW PARTNERS LLC

Name: FORTIS LAW PARTNERS LLC — FORTIS LAW PARTNERS LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FORTIS LAW PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

FORTIS LAW PARTNERS LLC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 FORTIS LAW PARTNERS LLC.

Plan sponsor

Name

FORTIS LAW PARTNERS LLC

EIN

47-0857731

Address

1900 WAZEE STREET · SUITE 300 · DENVER, CO · 80202

Phone

(303) 295-9700

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BERKMAN BOTTGER NEWMAN & SCHEIN, LLP

BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN

$5.1M · 28 participants

LIECHTY, MCGINNIS, BERRYMAN &

LIECHTY, MCGINNIS, BERRYMAN & BOWEN LLP 401(K)

$5.1M · 13 participants

BBA/BBF RETIREMENT PLAN

$5.1M · 22 participants

HALLETT, EMERICK, WELLS & SAREEN, PLC

HALLETT, EMERICK, WELLS & SAREEN, PLC 401(K) PROFIT SHARING PLAN AND TRUST

$5.1M · 27 participants

THE EDELSTEINS, FAEGENBURG & BROWN LLP