How big is Jhmmsr, LLC DBA Fortivus Wealth Group's plan?

Jhmmsr, LLC DBA Fortivus Wealth Group's plan reported $911K in assets and 16 participants for 2024.

Original filing (PDF)20250704063521NAL0001332849001

Jhmmsr, LLC DBA Fortivus Wealth Group

Name: Jhmmsr, LLC DBA Fortivus Wealth Group — Fortivus, Form 5500 (2024)
Creator: Jhmmsr, LLC DBA Fortivus Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortivus Wealth Group 401(k) Plan

401(k) retirement plan · Jhmmsr, LLC DBA Fortivus Wealth Group's Fortivus Wealth Group 401(k) Plan held $911K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$911K

Net assets (EOY)

$911K

People on this filing

Michael Robustelli signed Jhmmsr, LLC DBA Fortivus Wealth Group's 2024 Form 5500 as plan administrator.

Michael Robustelli — 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

Jhmmsr, LLC DBA Fortivus Wealth Group's EIN is 86-3471319.

EIN 86-3471319

Plan number 001

Plan year 2024

ACK ID 20250704063521NAL0001332849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jhmmsr, LLC DBA Fortivus Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jhmmsr, LLC DBA Fortivus Wealth Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JHMMSR, LLC DBA FORTIVUS WEALTH GROUP.

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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