Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORTRESS TALENT MANAGEMENT
EIN 47-3756110performing artsLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
20
23901 CALABASAS ROAD, SUITE 2016 - CALABASAS, CA 913021593818-858-0020fortresstalentmgmt.comLinkedIn1-10 employeesperforming arts
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FORTRESS TALENT MANAGEMENT PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FORTRESS TALENT MANAGEMENT DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORTRESS TALENT MANAGEMENT PROFIT SHARING PLAN | ProfitSharing | $2.4M | 10 | 2024 | |
| 001 | FORTRESS TALENT MANAGEMENT DEFINED BENEFIT PLAN | TraditionalDB | $2.2M | 10 | 2024 |
Retirement plans