How big is Fortune 7, Inc.'s plan?

Fortune 7, Inc.'s plan reported $6.4M in assets and 33 participants for 2024.

Original filing (PDF)20250717121658NAL0000109747001

Fortune 7, Inc.

Name: Fortune 7, Inc. — Fortune 7 401(k) Plan, Form 5500 (2024)
Creator: Fortune 7, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortune 7 401(k) Plan

401(k) retirement plan · Fortune 7, Inc.'s Fortune 7 401(k) Plan held $6.4M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Paul Wood signed Fortune 7, Inc.'s 2024 Form 5500 as plan administrator.

Paul Wood — 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 7, Inc.'s EIN is 92-0180406.

EIN 92-0180406

Plan number 001

Plan year 2024

ACK ID 20250717121658NAL0000109747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fortune 7, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fortune 7, Inc.'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 FORTUNE 7, INC..

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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

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

Plan sponsor

Name

FORTUNE 7, INC.

EIN

all filings

Address

4265 NEW TAMPA HWY, STE 1 · LAKELAND, FL · 33815

Phone

(863) 327-1080

Industry

Engineering Services· 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

2025-07-17

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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