· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORTENBERRY & RICKS, LLC. — FORTENBERRY & RICKS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014090459NAL0005155538001
FORTENBERRY & RICKS, LLC.
Form 5500-SF
FILING_RECEIVED
FORTENBERRY & RICKS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
40
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FORTENBERRY & RICKS, LLC.
.
Find decision makers
Plan sponsor
Name
FORTENBERRY & RICKS, LLC.
EIN
84-1603372
Address
52 PILOT KNOB LANE · TELLURIDE, CO · 81435
Phone
(602) 920-1215
Industry
Construction
see all
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
EDWARD LESKE COMPANY
EDWARD LESKE CASH BALANCE TRUST
$4.6M · 10 participants
CDCI, INC.
CDCI, INC. 401(K) PROFIT SHARING PLAN
$4.6M · 13 participants
PETER BELMONTE BUILDERS CORP.
401(K) & PROFIT SHARING PLAN FOR PETER BELMONTE BUILDERS CORP.
$4.6M · 18 participants
PATTERSON-HORTH, INC.
PATTERSON HORTH BENEFIT TRUST 401(K) PLAN
$4.6M · 88 participants
BRETT HILL CONSTRUCTION, INC
BRETT HILL CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.6M · 24 participants
VISSERING CONSTRUCTION COMPANY
VISSERING CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
$4.6M · 15 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
