# Fortis Construction INC. 401(k) Plan
Source: https://planprovider.pro/companies/fortis-construction-inc-401k-plan

> Fortis Construction INC.'s 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortis Construction INC.

- **Sponsor EIN:** 412096320

- **Sponsor Address:** 5331 S MACADAM AVENUE SUITE 100, PORTLAND, OR, 97239

- **Plan Type:** 401(k)

- **Total Participants:** 415

- **Total Assets:** $51.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|415|$51.1M|$2.3M|$3.9M|

| 2023|328|$44.4M|$2.0M|$3.1M|

| 2022|304|$37.0M|$1.6M|$2.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CABLE HILL PARTNERS, LLC|SERVICE PROVIDER|—|$50,000|$50,000|

| VOYA RETIREMENT ADVISORS|SERVICE PROVIDER|$23,938|—|$23,938|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,938

- **Estimated Expense Ratio:** 0.145% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$159,071|—|$159,071|—|—|

| 2023|$142,401|—|$142,401|—|—|

| 2022|$134,310|—|$134,310|—|—|

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