FORTNER INSURANCE AGENCY, INC. 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
12
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score
Above-average plan
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
38
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTNER INSURANCE AGENCY, INC..
Plan sponsor
Name
FORTNER INSURANCE AGENCY, INC.
EIN
56-0691724
Address
P O BOX 39 · SPRUCE PINE, NC · 28777
Phone
(828) 765-6121
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
