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Original filing (PDF)20251014160713NAL0001632387001
FORTRESS INFORMATION SECURITY, LLC
Form 5500
FILING_RECEIVED
FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
202
Accounts w/ balance
219
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTRESS INFORMATION SECURITY, LLC.
Plan sponsor
Name
FORTRESS INFORMATION SECURITY, LLC
EIN
47-3481294
Address
250 SOUTH ORANGE AVE · SUITE 500 · ORLANDO, FL · 32801
Phone
(407) 930-8981
Industry
Custom Computer Programming· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTIAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $2K | — |
| NORTHWESTERN MUTUAL INVESTMENT SVCS | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $566 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARPENTER MORSE GROUP | — | LONGWOOD, FL | CONTRACT ADMIN | $3K | — |
Investments
38 direct securities · 1 pooled fund· $7.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.0M
38 holdings
Common Collective Trust
$195K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADMIRAL | — | — | — | $1.5M | 21.1% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R5E | — | — | — | $592K | 8.2% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R5E | — | — | — | $584K | 8.1% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R5E | — | — | — | $426K | 5.9% | |
| VANGUARD MID CAP INDEX ADM | — | — | — | $422K | 5.8% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R5E | — | — | — | $312K | 4.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R5E | — | — | — | $293K | 4.1% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R5E | — | — | — | $286K | 4.0% | |
| FIDELITY ADV. GROWTH OPPORTUNITIES INST. | — | — | — | $266K | 3.7% | |
| VANGUARD SMALL CAP INDEX FUND - ADMIRAL | — | — | — | $256K | 3.5% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R5E | — | — | — | $242K | 3.3% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R5E | — | — | — | $213K | 2.9% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R5E | — | — | — | $195K | 2.7% | |
| RRELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $195K | 2.7% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | — | — | — | $175K | 2.4% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $168K | 2.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R5E | — | — | — | $158K | 2.2% | |
| VANGUARD TOTAL STOCK MRK INDEX - ADMIRAL | — | — | — | $152K | 2.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $144K | 2.0% | |
| AMERICAN FUNDS AMERICAN HIGH-INC R5E | — | — | — | $76K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R5E | — | — | — | $73K | 1.0% | |
| AMERICAN FUNDS BOND FUND OF AMER R5E | — | — | — | $64K | 0.9% | |
| BLACKROCK MID-CAP GROWTH EQUITY INSTL | — | — | — | $60K | 0.8% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R5E | — | — | — | $55K | 0.8% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $45K | 0.6% | |
| T. ROWE PRICE BLUE CHIP GROWTH | — | — | — | $41K | 0.6% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R5E | — | — | — | $39K | 0.5% | |
| AMERICAN FUNDS INVMT CO OF AMER R5E | — | — | — | $32K | 0.4% | |
| DODGE & COX INCOME FUND - I | — | — | — | $32K | 0.4% | |
| PIMCO TOTAL RETURN INSTL | — | — | — | $26K | 0.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R5E | — | — | — | $24K | 0.3% | |
| AMERICAN FUNDS SMALLCAP WORLD R5E | — | — | — | $15K | 0.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R5E | — | — | — | $13K | 0.2% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R5E | — | — | — | $11K | 0.2% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R5E | — | — | — | $8K | 0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R5E | — | — | — | $7K | 0.1% | |
| AMERICAN FUNDS INCOME FUND OF AMER R5E | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS GLOBAL BALANCED R5E | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS INTL GR AND INC R5E | — | — | — | $2K | <0.1% |
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