Original filing (PDF)20250915125756NAL0000705043001

FORTIS DESIGN BUILD, LLC

Name: FORTIS DESIGN BUILD, LLC — FORTIS DESIGN BUILD, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FORTIS DESIGN BUILD, LLC

Form 5500-SF

FILING_RECEIVED

FORTIS DESIGN BUILD, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTIS DESIGN BUILD, LLC.

Plan sponsor

Name

FORTIS DESIGN BUILD, LLC

EIN

47-5580273

Address

31 NW 23RD ST. · MIAMI, FL · 33127

Phone

(786) 527-0094

Industry

Real Estatesee 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

2025-09-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 Real Estate plans

SUM MEDIA, LLC

STEWART MOUNTAIN LODGING, LLC CASH BALANCE PLAN

$1.5M · 5 participants

PACIFIC NEWPORT PROPERTIES, INC.

PACIFIC NEWPORT PROPERTIES, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 4 participants

MINNEAPOLIS AREA ASSOCIATION OF REALTORS

MINNEAPOLIS AREA ASSOCIATION OF REALTORS 401(K) PLAN AND TRUST

$1.5M · 20 participants

DESERT LAND MANAGING CORPORATION

DESERT LAND MANAGING CORPORATION DEFINED BENEFIT PENSION PLAN

$1.5M · 4 participants

HANDEL INVESTMENT MANAGEMENT, LLC