Sponsor portfolio
FORTUNE FAMILY MANAGEMENT,LLC
EIN 84-4415052investment managementLatest filing 2025
Plans
2
Retirement
1
$238K assets
Welfare
1
Participants
44
549 OCEAN BLVD - SAINT SIMONS, GA 31522312-805-1044fortunewealthmanagement.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTUNE FAMILY MANAGEMENT, LLC 401(K) PLAN
401k
Assets$238K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORTUNE FAMILY MANAGEMENT,LLC GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTUNE FAMILY MANAGEMENT, LLC 401(K) PLAN | 401k | $238K | 42 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORTUNE FAMILY MANAGEMENT,LLC GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans