How big is Fortune Energy Wholesale LLC's plan?

Fortune Energy Wholesale LLC's plan reported $1.0M in assets and 34 participants for 2025.

Original filing (PDF)20260424220824NAL0006470481094

Fortune Energy Wholesale LLC

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

Form 5500-SF

FILING_RECEIVED

Fortune Energy 401(k) Plan

401(k) retirement plan · Fortune Energy Wholesale LLC's Fortune Energy 401(k) Plan held $1.0M in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Fortune Energy Wholesale LLC's EIN is 47-3744290.

EIN 47-3744290

Plan number 001

Plan year 2025

ACK ID 20260424220824NAL0006470481094

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune Energy Wholesale LLC'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 ENERGY WHOLESALE LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

FORTUNE ENERGY WHOLESALE LLC

EIN

all filings

Address

2290 AGATE CT SUITE AANDB · SIMI VALLEY, CA · 93065

Phone

(626) 623-9305

Industry

Utilities

Plan administrator