# Fortis Fire & Safety INC. 401(k) Plan
Source: https://planprovider.pro/companies/fortis-fire-safety-inc-401k-plan

> Fortis Fire & Safety INC.'s 401(k) plan: 615 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$26,188|—|$26,188|

| MMA SECURITIES|RETAINED BY EMPLOYER|$20,457|—|$20,457|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [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:** $46,645

- **Estimated Expense Ratio:** 0.378% 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|$46,646|$21,428|$25,218|—|—|

| 2023|$31,069|$14,913|$16,156|—|—|

| 2022|$24,910|$6,825|$18,085|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fortis-fire-safety-inc-401k-plan)

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