Richard C. Fortuna DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard C. Fortuna
  • Sponsor EIN: 521930412
  • Sponsor Address: 8828 HARNESS TRAIL, POTOMAC, MD, 20854
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $186,010

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$186,010$0$0
20232$170,736$0$0
20222$157,410$0$0

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