How big is Old Fort Financial LLC's plan?

Old Fort Financial LLC's plan reported $273K in assets and 5 participants for 2024.

Original filing (PDF)20250531055622NAL0015639328001

Old Fort Financial LLC

Name: Old Fort Financial LLC — Old Fort Financial LLC, Form 5500 (2024)
Creator: Old Fort Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Old Fort Financial LLC 401(k) Plan

401(k) retirement plan · Old Fort Financial LLC's Old Fort Financial LLC 401(k) Plan held $273K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Stuart GAY signed Old Fort Financial LLC's 2024 Form 5500 as plan administrator.

Stuart GAY — 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

Old Fort Financial LLC's EIN is 82-2846648.

EIN 82-2846648

Plan number 001

Plan year 2024

ACK ID 20250531055622NAL0015639328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Fort Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Fort Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD FORT FINANCIAL LLC.

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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

Helping the score