· 2022–2024 · DOL EFAST2

Fortress Wealth Planning, LLC — Fortress Wealth, Form 5500 (2024)

Original filing (PDF)20251009090301NAL0010610720001

Fortress Wealth Planning, LLC

Form 5500-SF

FILING_RECEIVED

Fortress Wealth Planning 401(k) Plan

401(k) retirement plan · Fortress Wealth Planning, LLC's Fortress Wealth Planning 401(k) Plan held $469K in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

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

82

Vendor & structure

100

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 FORTRESS WEALTH PLANNING, LLC.

Plan sponsor

Name

FORTRESS WEALTH PLANNING, LLC

EIN

81-4966963all filings

Address

814 A1A NORTH, STE 202 · PONTE VEDRA BEACH, FL · 32082

Phone

(904) 301-4545

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Fourbridges Capital Advisors LLC

Fourbridges Capital Advisors, LLC 401(k) Plan

$465K · 10 participants

GSW Holdings, Inc.

WM Capital Management, Inc. Retirement Plan

$464K · 2 participants

Trenton M. Christensen Agency

Offices of Trenton Christensen 401(k) Plan

$464K · 5 participants

Prosperity Point Inc.

Prosperity Point Inc. 401(k) PSP

$474K · 1 participants

HPH Investments, LLC DBA Aaron's Sales & Lease

HPH Investments, LLC 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.