Filings through .
Sponsor portfolio
Fortman, Peterson & Associates, Ltd.
EIN 36-4337603Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$787K assets
Welfare
0
Participants
6
112 S. SANGAMON ST., SUITE 100 - CHICAGO, IL 60607312-482-8040
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTMAN, PETERSON & ASSOCIATES 401(K) PLAN | 401(k) | $787K | 6 | 2025 |
Retirement plans