How big is Fortress Evolution LLC's plan?

Fortress Evolution LLC's plan reported $346K in assets and 6 participants for 2024.

Original filing (PDF)20250720170754NAL0001490082001

Fortress Evolution LLC

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

Form 5500-SF

FILING_RECEIVED

Fortress Evolution LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Fortress Evolution LLC's Fortress Evolution LLC 401(k) Profit Sharing Plan & Trust held $346K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

Shirley Horner signed Fortress Evolution LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Fortress Evolution LLC's EIN is 52-2349591.

EIN 52-2349591

Plan number 001

Plan year 2024

ACK ID 20250720170754NAL0001490082001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fortress Evolution LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (100th percentile).

Plan sponsor

Name

FORTRESS EVOLUTION LLC

EIN

all filings

Address

802 MONTGOMERY STREET · SAN FRANCISCO, CA · 94133

Phone

(415) 640-0338

Industry

Professional & Technical Services

Plan administrator