· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORTRESS TALENT MANAGEMENT — FORTRESS TALENT MANAGEMENT DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250910181648NAL0013601091001
FORTRESS TALENT MANAGEMENT
Form 5500-SF
FILING_RECEIVED
FORTRESS TALENT MANAGEMENT DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FORTRESS TALENT MANAGEMENT
.
Find decision makers
Plan sponsor
Name
FORTRESS TALENT MANAGEMENT
EIN
47-3756110
Address
23901 CALABASAS ROAD, SUITE 2016 · CALABASAS, CA · 913021593
Phone
(818) 858-0020
Industry
Arts, Entertainment, Recreation
see 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
2025-09-10
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
KASHMIR MANAGEMENT INC
KASHMIR MANAGEMENT INC PROFIT SHARING PLAN
$2.2M · 12 participants
SKONA ADVERTISING, INC.
SKONA ADVERTISING, INC. 401K PLAN
$2.2M · 15 participants
SUGAR23 INC
SUGAR23 INC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 27 participants
JOHN CARRABINO, INC.
JOHN CARRABINO, INC. PROFIT SHARING PLAN
$2.2M · 3 participants
HALLPASS MEDIA, INC.
HALLPASS MEDIA, INC. DEFINED BENEFIT PENSION PLAN
$2.2M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
COLORBOX, LLC
MAGNOLIA CORPORATION DEFINED BENEFIT PENSION PLAN
$2.2M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
