Filings through Oct 24, 2026.

Fortna Systems, Inc.

EIN 61-1350369Professional, Scientific, and Technical ServicesLatest filing 2025

Plans

Retirement

$180.3M assets

Health & Benefits

$3.4M premiums

Participants

4,157

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

Plans on this EIN

3 filings

#001401(k)-$180.2M - 2,207 part #003Profit-sharing-$125K - 131 part #501Fully insured-$3.4M - 3,106 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $180.3M assets / 2,338 participants

Assets by plan

Share of aggregate retirement assets

FORTNA 401(K) (#001)$180.2M
AND INVESTMENT PLAN (#003)$125K

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

CHARLES SCHWAB & CO., INC.$180.2M
(Not disclosed)$125K

Participants by plan

Active + retired + deferred vested

FORTNA 401(K) (#001)2,207
AND INVESTMENT PLAN (#003)131

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

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FORTNA 401(K) PLAN

401(k)

Assets$180.2M

Participants2,207

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#003

MATERIAL HANDLING SYSTEMS, INC. SAVINGS AND INVESTMENT PLAN

Profit-sharing

Assets$125K

Participants131

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Health & Benefits#501