The Fortiss Group 401(k) Plan
Sponsored by Fortiss, Llc · EIN 201057643 · Plan #001
- Total assets
- $48.5M
- Net assets
- $48.5M
- Active participants
- 1,707
- With balances
- 1,065
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping | $95,041 |
| Global Retirement Partners Llc | Investment advisory (plan) | $59,401 |
| Quintes Admin & Insurance Services | Other services | $15,452 |