Fortress Information Security, Llc 401(k) Profit Sharing Plan
Sponsored by Fortress Information Security, Llc · EIN 473481294 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 202
- With balances
- 219
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captial Group Retirement Plan Servi | Recordkeeping fees | $16,523 |
| Carpenter Morse Group | Contract administrator | $3,300 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $2,127 |
| Northwestern Mutual Investment Svcs | Investment advisory (plan) | $566 |