· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORTRESS CORPORATION — FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925130839NAL0008540977001
FORTRESS CORPORATION
Form 5500-SF
FILING_RECEIVED
FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
24
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
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 CORPORATION
.
Find decision makers
Plan sponsor
Name
FORTRESS CORPORATION
EIN
59-2519700
Address
99 BOSTON STREET · BOSTON, MA · 02125
Phone
(617) 790-3070
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
THE RK LOGISTICS GROUP, INC.
RK LOGISTICS GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$6.7M · 268 participants
MPI WAREHOUSE SPECIALTY CO., INC.
MPI WAREHOUSE SPECIALTY COMPANY, INC. PROFIT SHARING PLAN
$6.7M · 22 participants
NEPW LOGISTICS INC.
NEPW LOGISTICS INC. 401(K) PLAN
$6.7M · 172 participants
AMERICAN DISTRIBUTION, INC.
AMERICAN DISTRIBUTION, INC. DBA SR&G LOGISTICS 401(K) PROFIT
$6.7M · 23 participants
LIBERTY MOVING & STORAGE CO., INC.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LIBERTY MOVING & STORAGE CO., INC. 401K PLAN
$6.7M · 103 participants
MAHOMED SALES & WAREHOUSING, LLC
MSW, LLC 401(K) PLAN
$6.6M · 89 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
