P 401(k) Plan Report

Stable plan record

FORTIS PRIVATE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by FORTIS PRIVATE WEALTH ADVISORS · EIN/PN 841886837-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,215
Administrative cost per participant
2025
$494
Active participants
2025
3
Total plan assets
2025
$251,012
Participant loans as a share of assets
2025
3.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260508113534NAL00070673460013$3,215
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.