How big is Fortna Systems, Inc.'s plan?

Fortna Systems, Inc.'s plan reported $489K in assets and 133 participants for 2024.

Original filing (PDF)20251007075940NAL0004301793001

Fortna Systems, Inc.

Name: Fortna Systems, Inc. — Material Handling Systems, Form 5500 (2024)
Creator: Fortna Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Material Handling Systems, Inc. Savings and Investment Plan

Defined-contribution retirement plan · Fortna Systems, Inc.'s Material Handling Systems, Inc. Savings and Investment Plan held $489K in plan assets for 133 participants in 2024.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$489K

Net assets (EOY)

$489K

People on this filing

Chelsey BLUM signed Fortna Systems, Inc.'s 2024 Form 5500 as plan administrator.

Chelsey BLUM — 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

Fortna Systems, Inc.'s EIN is 61-1350369.

EIN 61-1350369

Plan number 003

Plan year 2024

ACK ID 20251007075940NAL0004301793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortna Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortna Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTNA SYSTEMS, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score