How big is Fortress Financial Solutions, LLC's plan?

Fortress Financial Solutions, LLC's plan reported $789K in assets and 9 participants for 2024.

Original filing (PDF)20250716095424NAL0002974097001

Fortress Financial Solutions, LLC

Name: Fortress Financial Solutions, LLC — Fortress Financi, Form 5500 (2024)
Creator: Fortress Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortress Financial Solutions Retirement Trust

401(k) retirement plan · Fortress Financial Solutions, LLC's Fortress Financial Solutions Retirement Trust held $789K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan identifiers

Fortress Financial Solutions, LLC's EIN is 86-1018505.

EIN 86-1018505

Plan number 001

Plan year 2024

ACK ID 20250716095424NAL0002974097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortress Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortress Financial Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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