Sponsor portfolio

FORTNA SYSTEMS, INC.

EIN 61-1350369Latest filing 2025

Plans

Retirement

$148.5M assets

Welfare

$3.4M premiums

Participants

4,194

131 GRIFFIN WAY - MT. WASHINGTON, KY 40047502-636-0690

Plans on this EIN

3 filings

#001401k-$148.0M - 2,215 part #003ProfitSharing-$489K - 160 part #501Fully Insured-$3.4M - 3,106 lives

Retirement portfolio analytics

2 plans aggregated / $148.5M assets / 2,375 participants

Assets by plan

Share of aggregate retirement assets

100%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

CHARLES SCHWAB & CO., INC.100%
(Not disclosed)0%

Participants by plan

Active + retired + deferred vested

FORTNA 401(K) (#001)2,215
AND INVESTMENT PLAN (#003)160

Benefits portfolio analytics

1 plan / $3.4M premiums / 3,106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.5M
Dental$964K
Life$666K
Short-term disability$657K
Long-term disability$441K
Vision$231K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

61%top

RELIANCE STANDARD LIFE INSURANCE COMPANY61%
DELTA DENTAL OF CALIFORNIA28%
FIDELITY SECURITY LIFE INSURANCE COMPANY7%
FOUR EVER LIFE INSURANCE COMPANY2%
ARAG INSURANCE COMPANY2%

Broker market share

Schedule A broker compensation

Split broker

98%top

MERCER HEALTH AND BENEFITS, LLC98%
ACRISURE LLC2%

Plan deep-dives

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

Retirement#001

FORTNA 401(K) PLAN

401k

Assets$148.0M

Participants2,215

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003

MATERIAL HANDLING SYSTEMS, INC. SAVINGS AND INVESTMENT PLAN

ProfitSharing

Assets$489K

Participants160

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501