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Sponsor portfolio

FORTUNE FINANCIAL, LLC

EIN 41-1888998-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
35
10261 YELLOW CIRCLE DRIVE - MINNETONKA, MN 55343952-908-2500fortunefin.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.5M - 35 part

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Retirement#001

FORTUNE FINANCIAL 401(K) SAVINGS PLAN

401k

Assets$5.5M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTUNE FINANCIAL 401(K) SAVINGS PLAN401k$5.5M352025
Retirement plans
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