Form 5500 Search

FORTRESS FINANCIAL PARTNERS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
389
Total plan assets
$2.8M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SECOND NATURE
SECOND NATURE RETIREMENT PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
389$2.8M$11K
FORTRESS FINANCIAL PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search