How big is Fortune & Sons, Inc.'s plan?

Fortune & Sons, Inc.'s plan reported $12.9M in assets and 24 participants for 2024.

Original filing (PDF)20250619110035NAL0001828963001

Fortune & Sons, Inc.

Name: Fortune & Sons, Inc. — Fortune & Sons, Inc. Profit, Form 5500 (2024)
Creator: Fortune & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortune & Sons, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Fortune & Sons, Inc.'s Fortune & Sons, Inc. Profit Sharing Plan held $12.9M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

Plan identifiers

Fortune & Sons, Inc.'s EIN is 77-0146946.

EIN 77-0146946

Plan number 001

Plan year 2024

ACK ID 20250619110035NAL0001828963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fortune & Sons, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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

Knocking points off