Fortna 401(k) Plan
Sponsored by Fortna Systems, Inc. · EIN 611350369 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 1,822
- With balances
- 1,814
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $61,030 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $42,459 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $665 |