Fortrea 401(K) Plan — Form 5500 plan (Fortrea Inc.)

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, Fortrea 401(K) Plan is a benefit plan reported by Fortrea Inc. under EIN 22-3265977 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,306 participants and $534,339,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fortrea Inc.
EIN
22-3265977
Plan number
002
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
4,306
End-of-year plan assets
$534,339,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,306H, C20241014160459NAL0046739504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$534,339,029
Total liabilities (EOY)
$0
Net assets (EOY)
$534,339,029
Net assets (BOY)
$0

Income & contributions

Employer contributions
$14,886,064
Participant contributions
$28,580,785
Total contributions
$48,099,563
Total income / additions
$100,422,180

Expenses & distributions

Benefits paid
$27,192,081
Administrative expenses
$149,255
Total expenses
$27,360,861
Net increase / (decrease)
$73,061,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$111,408not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37,847$02023

Related Form 5500 pages