How big is Fortis LLC.'s plan?

Fortis LLC.'s plan reported $61K in assets and 3 participants for 2024.

Original filing (PDF)20251013175224NAL0000881299001

Fortis LLC.

Name: Fortis LLC. — Fortis LLC. 401(k) Plan, Form 5500 (2024)
Creator: Fortis LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortis LLC. 401(k) Plan

401(k) retirement plan · Fortis LLC.'s Fortis LLC. 401(k) Plan held $61K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Richard Tatum signed Fortis LLC.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Fortis LLC.'s EIN is 83-4481579.

EIN 83-4481579

Plan number 001

Plan year 2024

ACK ID 20251013175224NAL0000881299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FORTIS LLC.

EIN

all filings

Address

502 PINE KNOLL DR · GREENVILLE, SC · 29609

Phone

(864) 807-2942

Industry

Professional & Technical Services

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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