Original filing (PDF)20260424220711NAL0013322658027

Glendy Schweitzer and Associates LLC. DBA Fortitud

Name: Glendy Schweitzer and Associates LLC. DBA Fortitud — Form 5500 Plan 001 (2025)
Creator: Glendy Schweitzer and Associates LLC. DBA Fortitud
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Glendy Schweitzer and Associates LLC. DBA Fortitud 401(k) Plan

401(k) retirement plan · Glendy Schweitzer and Associates LLC. DBA Fortitud's Glendy Schweitzer and Associates LLC. DBA Fortitud 401(k) Plan held $213K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$213K

Net assets (EOY)

$213K

Plan identifiers

Glendy Schweitzer and Associates LLC. DBA Fortitud's EIN is 83-1085595.

EIN 83-1085595

Plan number 001

Plan year 2025

ACK ID 20260424220711NAL0013322658027

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Glendy Schweitzer and Associates LLC. DBA Fortitud from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Glendy Schweitzer and Associates LLC. DBA Fortitud's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENDY SCHWEITZER AND ASSOCIATES LLC. DBA FORTITUD.

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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