Fortress Solutions 401(k) Plan
Sponsored by Kosse Partners I, Llc · EIN 371692658 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 197
- With balances
- 227
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $45,697 |
| Merrill Lynch | Investment advisory (participants) | $39,420 |