How big is Fortune Financial Solutions' plan?

Fortune Financial Solutions' plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260506081921NAL0001868289001

Fortune Financial Solutions

Name: Fortune Financial Solutions — PWM 401(k) Plan, Form 5500 (2025)
Creator: Fortune Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PWM 401(k) Plan

401(k) retirement plan · Fortune Financial Solutions' PWM 401(k) Plan held $1.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Thomas Picardy signed Fortune Financial Solutions' 2025 Form 5500 as plan administrator.

Thomas Picardy — 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

Fortune Financial Solutions' EIN is 84-1696563.

EIN 84-1696563

Plan number 001

Plan year 2025

ACK ID 20260506081921NAL0001868289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fortune Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune Financial Solutions' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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