Plan5500

The Fortiss Group 401k Plan — Form 5500 plan (Fortiss, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Fortiss Group 401k Plan is a benefit plan reported by Fortiss, LLC under EIN 20-1057643 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,607 participants and $38,194,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fortiss, LLC
EIN
20-1057643
Plan number
001
Plan type
3
Location
Bell Gardens, CA
Latest filing year
2023
Participants
1,607
End-of-year plan assets
$38,194,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,607H, C20251021095310NAL0001051889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,194,084
Total liabilities (EOY)
$27,164
Net assets (EOY)
$38,166,920
Net assets (BOY)
$28,044,201

Income & contributions

Employer contributions
$1,132,790
Participant contributions
$5,476,291
Total contributions
$6,897,339
Total income / additions
$11,758,999

Expenses & distributions

Benefits paid
$1,477,721
Administrative expenses
$158,559
Total expenses
$1,636,280
Net increase / (decrease)
$10,122,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$104,626not reported in the loaded dataset2023
Global Retirement Partners LLCINVESTMENT ADVISOR$53,933not reported in the loaded dataset2023

Related Form 5500 pages