FORTRESS
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2619 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2107
Fees received$283,971Median $30,934/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FORTRESS plan look like?
Service mix · median fees per plan
Count of plans where FORTRESS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 4 | $30,934 |
Competitor overlap
Percent of FORTRESS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FORTRESS.
| Sponsor | From | Assets |
|---|---|---|
CARGILL, INCORPORATEDMN · 410177680-001 | NEWTON | $2.0B |
CARGILL, INCORPORATEDMN · 410177680-003 | NEWTON | $396M |
Plans lost in 2024
Appeared last year under FORTRESS; not this year.
| Sponsor | To | Assets |
|---|---|---|
SECOND NATURENC · 800963336-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARGILL, INCORPORATEDMN · 410177680-001 | $2.0B | 16,751 | $48,543 | 9y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $222,104 | 6y | - |
CARGILL, INCORPORATEDMN · 410177680-003 | $396M | 0 | $13,324 | 8y | 1 |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | $265M | 1,641 | $0 | 4y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into FORTRESS.
- FORTRESS
- FORTRESS CREDIT OPP ADVISORS LLC
- FORTRESS CREDIT OPP II ADVISORS LLC
- FORTRESS CREDIT OPP III ADVISORS LL
- FORTRESS CREDIT OPP IVA ADVISORS
- FORTRESS CREDIT OPP V
- FORTRESS CREDIT OPP V ADVISORS LLC
- FORTRESS CREDIT OPPORTUNITIES
- FORTRESS CREDIT OPPORTUNITIES ADVIS
- FORTRESS CREDIT OPPORTUNITIES FD LP
- FORTRESS CREDIT OPPORTUNITIES FUND
- FORTRESS CREDIT OPPORTUNITIES III
- FORTRESS CREDIT OPPORTUNITIES IVA
- FORTRESS CREDIT OPPORTUNITIES IVA A
- FORTRESS CREDIT OPPORTUNITIES LP
- FORTRESS CREDIT OPPORTUNITIES V
- FORTRESS CREDIT OPPORTUNITIES V ADV
- FORTRESS FINANCIAL PARTNERS
- FORTRESS GROUP
- FORTRESS JAPAN OPPORTUNITY MGT, LLC
- FORTRESS LENDING ADVISORS II LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FORTRESS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FORTRESS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent