Plan Snapshot
- Plan Sponsor: Fortis Fire & Safety INC.
- Sponsor EIN: 870854019
- Sponsor Address: 1515 E. WOODFIELD ROAD, SUITE 630, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 615
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 615 | $12.3M | $726,610 | $1.2M |
| 2023 | 302 | $8.2M | $797,214 | $1.1M |
| 2022 | 279 | $4.8M | $109,376 | $510,560 |
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 |
|---|---|---|---|---|
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,646 | $21,428 | $25,218 | — | — |
| 2023 | $31,069 | $14,913 | $16,156 | — | — |
| 2022 | $24,910 | $6,825 | $18,085 | — | — |