Original filing (PDF)20251007075940NAL0004301793001

FORTNA SYSTEMS, INC.

Name: FORTNA SYSTEMS, INC. — MATERIAL HANDLING SYSTEMS, INC. SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: FORTNA SYSTEMS, INC.

Form 5500-SF

FILING_RECEIVED

MATERIAL HANDLING SYSTEMS, INC. SAVINGS AND INVESTMENT PLAN

Defined-contribution retirement plan

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$489K

Net assets (EOY)

$489K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORTNA SYSTEMS, INC..

Plan sponsor

Name

FORTNA SYSTEMS, INC.

EIN

61-1350369

Address

131 GRIFFIN WAY · MT. WASHINGTON, KY · 40047

Phone

(502) 636-0690

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

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

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