How big is Fortenberry & Ricks, LLC.'s plan?

Fortenberry & Ricks, LLC.'s plan reported $4.6M in assets and 33 participants for 2024.

Original filing (PDF)20251014090459NAL0005155538001

Fortenberry & Ricks, LLC.

Name: Fortenberry & Ricks, LLC. — Fortenberry & Ricks, LLC, Form 5500 (2024)
Creator: Fortenberry & Ricks, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortenberry & Ricks, LLC 401(k) Plan

401(k) retirement plan · Fortenberry & Ricks, LLC.'s Fortenberry & Ricks, LLC 401(k) Plan held $4.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Cindy Herwick signed Fortenberry & Ricks, LLC.'s 2024 Form 5500 as plan administrator.

Cindy Herwick — 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

Fortenberry & Ricks, LLC.'s EIN is 84-1603372.

EIN 84-1603372

Plan number 001

Plan year 2024

ACK ID 20251014090459NAL0005155538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTENBERRY & RICKS, 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