PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FORTECEO SERVICES, INC..
Sponsor portfolio

FORTECEO SERVICES, INC..

EIN 36-4420180-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
5
500 SKOKIE BOULEVARD, SUITE 515 - NORTHBROOK, IL 60062847-291-9944
Plans on this EIN
2 filings
#001401k-$2.0M - 3 part#002CashBalance-$1.6M - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • INC. RETIREMENT PLAN (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORTECEO SERVICES, INC. RETIREMENT PLAN

401k

Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FORTECEO SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORTECEO SERVICES, INC. RETIREMENT PLAN401k$2.0M32024
002FORTECEO SERVICES, INC. CASH BALANCE PLANCashBalance$1.6M22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica