· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORTALICE GROUP, INC. — FORTALICE GROUP, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015133351NAL0006253584001
FORTALICE GROUP, INC.
Form 5500-SF
FILING_RECEIVED
FORTALICE GROUP, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
FORTALICE GROUP, INC.
.
Find decision makers
Plan sponsor
Name
FORTALICE GROUP, INC.
EIN
84-4085905
Address
PO BOX 9950 · ASPEN, CO · 816127336
Phone
(714) 566-5975
Industry
Professional & Technical Services
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
TWO BLADES FOUNDATION
TWO BLADES FOUNDATION 401(K) PLAN
$2.5M · 9 participants
EMPIRE CONSULTING GROUP, INC
EMPIRE CONSULTING GROUP CASH BALANCE PLAN
$2.5M · 3 participants
DEVANEY & ASSOCIATES INC.
DEVANEY & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.5M · 10 participants
INTER-AMERICAN INVESTMENTS, INC.
INTER-AMERICAN INVESTMENTS INC PROFIT SHARING PLAN
$2.5M · 2 participants
BERGER GEOSCIENCES, LLC
BERGER GEOSCIENCES, LLC 401K 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.
$2.5M · 17 participants
AOC KEY SOLUTIONS INC.
AOC KEY SOLUTIONS, INC. 401(K) PLAN
$2.5M · 1 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
