AUMdb

Fortis Fire & Safety Inc 401(k) Profit Sharing Plan

Sponsored by Fortis Fire & Safety Inc. · EIN 870854019 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
615
With balances
293

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $26,188
Mma Securities Investment advisory (plan) $20,457