Plan Snapshot
- Plan Sponsor: The Fortune Society (EIN 132645436)
- Plan Type: 403(b)
- Total Participants: 420
- Total Assets: $11.3M
- Sponsor State: NY
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 420 | $11.3M | $333,875 | $1.1M |
| 2023 | 514 | $10.5M | $264,375 | $967,153 |
| 2022 | 448 | $8.2M | $267,200 | $883,193 |
Service Providers
- CBIZ CPAS P.C. — Accountant / Independent Qualified Public Accountant