How big is Fortis, LLP's plan?

Fortis, LLP's plan reported $2.5M in assets and 10 participants for 2024.

Original filing (PDF)20251014154902NAL0001642723001

Fortis, LLP

Name: Fortis, LLP — Fortis, LLP 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Fortis, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortis, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Fortis, LLP's Fortis, LLP 401(k) Profit Sharing Plan held $2.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Bryan L. NGO signed Fortis, LLP's 2024 Form 5500 as plan administrator.

Bryan L. NGO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fortis, LLP's EIN is 47-4854015.

EIN 47-4854015

Plan number 001

Plan year 2024

ACK ID 20251014154902NAL0001642723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortis, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortis, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTIS, LLP.

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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