How big is Fortress Information Security, LLC's plan?

Fortress Information Security, LLC's plan reported $7.2M in assets and 202 participants for 2024.

Original filing (PDF)20251014160713NAL0001632387001

Fortress Information Security, LLC

Name: Fortress Information Security, LLC — Fortress, Form 5500 (2024)
Creator: Fortress Information Security, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fortress Information Security, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Fortress Information Security, LLC's Fortress Information Security, LLC 401(k) Profit Sharing Plan held $7.2M in plan assets for 202 participants in 2024, with Captial Group Retirement Plan Servi as recordkeeper.

Active participants

202

Accounts w/ balance

219

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Fortress Information Security, LLC's EIN is 47-3481294.

EIN 47-3481294

Plan number 001

Plan year 2024

ACK ID 20251014160713NAL0001632387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortress Information Security, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortress Information Security, LLC's plan includes profit-sharing, 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 FORTRESS INFORMATION SECURITY, LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

FORTRESS INFORMATION SECURITY, LLC

EIN

all filings

Address

250 SOUTH ORANGE AVE · SUITE 500 · ORLANDO, FL · 32801

Phone

(407) 930-8981

Industry

Custom Computer Programming· 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

2025-10-14

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTIAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$2K	—

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.

Mutual Funds

$5.0M

33 holdings

Common Collective Trusts

$1.8M

2 holdings

Common Collective Trust

$195K

1 holding

Bonds / Notes

$168K

1 holding

Other securities

$102K

2 holdings

					% of plan
VANGUARD 500 INDEX FUND - ADMIRAL	Common Collective Trusts	—	—	$1.5M	21.1%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$592K	8.2%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$584K	8.1%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$426K	5.9%
VANGUARD MID CAP INDEX ADM	Mutual Funds	—	—	$422K	5.8%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$312K	4.3%
AMERICAN FUNDS EUROPACIFIC GROWTH R5E	Mutual Funds	—	—	$293K	4.1%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$286K	4.0%
FIDELITY ADV. GROWTH OPPORTUNITIES INST.	Mutual Funds	—	—	$266K	3.7%
VANGUARD SMALL CAP INDEX FUND - ADMIRAL	Common Collective Trusts	—	—	$256K	3.5%
AMERICAN FUNDS WASHINGTON MUTUAL R5E	Mutual Funds	—	—	$242K	3.3%
AMERICAN FUNDS CAPITAL WORLD GR&INC R5E	Mutual Funds	—	—	$213K	2.9%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$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	Mutual Funds	—	—	$175K	2.4%
Notes receivable from participants (4.25%-9.50%)	Bonds / Notes	—	—	$168K	2.3%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$158K	2.2%
VANGUARD TOTAL STOCK MRK INDEX - ADMIRAL	Mutual Funds	—	—	$152K	2.1%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL	Mutual Funds	—	—	$144K	2.0%
AMERICAN FUNDS AMERICAN HIGH-INC R5E	Mutual Funds	—	—	$76K	1.0%
AMERICAN FUNDS NEW WORLD R5E	Mutual Funds	—	—	$73K	1.0%
AMERICAN FUNDS BOND FUND OF AMER R5E	Mutual Funds	—	—	$64K	0.9%
BLACKROCK MID-CAP GROWTH EQUITY INSTL	Other securities	—	—	$60K	0.8%
AMERICAN FUNDS 2065 TARGET DATE FUND R5E	Mutual Funds	—	—	$55K	0.8%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL	Mutual Funds	—	—	$45K	0.6%
T. ROWE PRICE BLUE CHIP GROWTH	Other securities	—	—	$41K	0.6%
AMERICAN FUNDS GROWTH FUND OF AMER R5E	Mutual Funds	—	—	$39K	0.5%
AMERICAN FUNDS INVMT CO OF AMER R5E	Mutual Funds	—	—	$32K	0.4%
DODGE & COX INCOME FUND - I	Mutual Funds	—	—	$32K	0.4%
PIMCO TOTAL RETURN INSTL	Mutual Funds	—	—	$26K	0.4%
AMERICAN FUNDS NEW PERSPECTIVE R5E	Mutual Funds	—	—	$24K	0.3%
AMERICAN FUNDS SMALLCAP WORLD R5E	Mutual Funds	—	—	$15K	0.2%
AMERICAN FUNDS AMERICAN BALANCED R5E	Mutual Funds	—	—	$13K	0.2%
AMERICAN FUNDS 2020 TRGT DATE RETIRE R5E	Mutual Funds	—	—	$11K	0.2%
AMERICAN FUNDS CAPITAL WORLD BOND R5E	Mutual Funds	—	—	$8K	0.1%
AMERICAN FUNDS FUNDAMENTAL INVS R5E	Mutual Funds	—	—	$7K	0.1%
AMERICAN FUNDS INCOME FUND OF AMER R5E	Mutual Funds	—	—	$4K	<0.1%
AMERICAN FUNDS GLOBAL BALANCED R5E	Mutual Funds	—	—	$2K	<0.1%
AMERICAN FUNDS INTL GR AND INC R5E	Mutual Funds	—	—	$2K	<0.1%