How big is Fortis Data LLC's plan?

Fortis Data LLC's plan reported $170K in assets and 28 participants for 2024.

Original filing (PDF)20250627132254NAL0014183792001

Fortis Data LLC

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

Form 5500-SF

FILING_RECEIVED

Fortis Data LLC

401(k) retirement plan · Fortis Data LLC held $170K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

People on this filing

Patrick Collins signed Fortis Data LLC's 2024 Form 5500 as plan administrator.

Patrick Collins — 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 Data LLC's EIN is 85-4143274.

EIN 85-4143274

Plan number 001

Plan year 2024

ACK ID 20250627132254NAL0014183792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

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

Plan sponsor

Name

FORTIS DATA LLC

EIN

all filings

Address

180 W WASHINGTON ST · STE 1100 · CHICAGO, IL · 60602

Phone

(708) 363-0384

Industry

Law Offices· 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

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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