Fortis Talent LLC
Plan context: Fortis Talent 401(K) Retirement Savings Plan
EIN 27-3011421 • Richardson, TX • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$969,241
2024 Contributions
$152,417
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $969,241 | $152,417 | $5,443iApproximate average salary by contribution assumption: employee only about $136,087 at 4% or $90,724 at 6%; with 50% employer match about $90,724 at 4% or $60,483 at 6%; with 100% employer match about $68,043 at 4% or $45,362 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 28 | $969,241 | $152,417 | $5,443iApproximate average salary by contribution assumption: employee only about $136,087 at 4% or $90,724 at 6%; with 50% employer match about $90,724 at 4% or $60,483 at 6%; with 100% employer match about $68,043 at 4% or $45,362 at 6%. |
| 2023 | 1 | 28 | $793,700 | $176,155 | $6,291iApproximate average salary by contribution assumption: employee only about $157,281 at 4% or $104,854 at 6%; with 50% employer match about $104,854 at 4% or $69,903 at 6%; with 100% employer match about $78,641 at 4% or $52,427 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 28 | $793,700 | $176,155 | $6,291iApproximate average salary by contribution assumption: employee only about $157,281 at 4% or $104,854 at 6%; with 50% employer match about $104,854 at 4% or $69,903 at 6%; with 100% employer match about $78,641 at 4% or $52,427 at 6%. |
| 2022 | 1 | 15 | $896,957 | $263,809 | $17,587iApproximate average salary by contribution assumption: employee only about $439,682 at 4% or $293,121 at 6%; with 50% employer match about $293,121 at 4% or $195,414 at 6%; with 100% employer match about $219,841 at 4% or $146,561 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 15 | $896,957 | $263,809 | $17,587iApproximate average salary by contribution assumption: employee only about $439,682 at 4% or $293,121 at 6%; with 50% employer match about $293,121 at 4% or $195,414 at 6%; with 100% employer match about $219,841 at 4% or $146,561 at 6%. |
| 2021 | 1 | 16 | $726,895 | $268,014 | $16,751iApproximate average salary by contribution assumption: employee only about $418,772 at 4% or $279,181 at 6%; with 50% employer match about $279,181 at 4% or $186,121 at 6%; with 100% employer match about $209,386 at 4% or $139,591 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 16 | $726,895 | $268,014 | $16,751iApproximate average salary by contribution assumption: employee only about $418,772 at 4% or $279,181 at 6%; with 50% employer match about $279,181 at 4% or $186,121 at 6%; with 100% employer match about $209,386 at 4% or $139,591 at 6%. |
| 2020 | 1 | 29 | $750,691 | $198,668 | $6,851iApproximate average salary by contribution assumption: employee only about $171,266 at 4% or $114,177 at 6%; with 50% employer match about $114,177 at 4% or $76,118 at 6%; with 100% employer match about $85,633 at 4% or $57,089 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 29 | $750,691 | $198,668 | $6,851iApproximate average salary by contribution assumption: employee only about $171,266 at 4% or $114,177 at 6%; with 50% employer match about $114,177 at 4% or $76,118 at 6%; with 100% employer match about $85,633 at 4% or $57,089 at 6%. |
| 2019 | 1 | 30 | $609,170 | $168,076 | $5,603iApproximate average salary by contribution assumption: employee only about $140,063 at 4% or $93,376 at 6%; with 50% employer match about $93,376 at 4% or $62,250 at 6%; with 100% employer match about $70,032 at 4% or $46,688 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 30 | $609,170 | $168,076 | $5,603iApproximate average salary by contribution assumption: employee only about $140,063 at 4% or $93,376 at 6%; with 50% employer match about $93,376 at 4% or $62,250 at 6%; with 100% employer match about $70,032 at 4% or $46,688 at 6%. |
| 2018 | 1 | 28 | $466,481 | $156,461 | $5,588iApproximate average salary by contribution assumption: employee only about $139,697 at 4% or $93,132 at 6%; with 50% employer match about $93,132 at 4% or $62,088 at 6%; with 100% employer match about $69,849 at 4% or $46,566 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 28 | $466,481 | $156,461 | $5,588iApproximate average salary by contribution assumption: employee only about $139,697 at 4% or $93,132 at 6%; with 50% employer match about $93,132 at 4% or $62,088 at 6%; with 100% employer match about $69,849 at 4% or $46,566 at 6%. |
| 2017 | 1 | 22 | $392,431 | $151,576 | $6,890iApproximate average salary by contribution assumption: employee only about $172,245 at 4% or $114,830 at 6%; with 50% employer match about $114,830 at 4% or $76,554 at 6%; with 100% employer match about $86,123 at 4% or $57,415 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 22 | $392,431 | $151,576 | $6,890iApproximate average salary by contribution assumption: employee only about $172,245 at 4% or $114,830 at 6%; with 50% employer match about $114,830 at 4% or $76,554 at 6%; with 100% employer match about $86,123 at 4% or $57,415 at 6%. |
| 2016 | 1 | 14 | $201,901 | $68,974 | $4,927iApproximate average salary by contribution assumption: employee only about $123,168 at 4% or $82,112 at 6%; with 50% employer match about $82,112 at 4% or $54,741 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 14 | $201,901 | $68,974 | $4,927iApproximate average salary by contribution assumption: employee only about $123,168 at 4% or $82,112 at 6%; with 50% employer match about $82,112 at 4% or $54,741 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%. |
| 2015 | 1 | 9 | $119,901 | $50,930 | $5,659iApproximate average salary by contribution assumption: employee only about $141,472 at 4% or $94,315 at 6%; with 50% employer match about $94,315 at 4% or $62,877 at 6%; with 100% employer match about $70,736 at 4% or $47,157 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 9 | $119,901 | $50,930 | $5,659iApproximate average salary by contribution assumption: employee only about $141,472 at 4% or $94,315 at 6%; with 50% employer match about $94,315 at 4% or $62,877 at 6%; with 100% employer match about $70,736 at 4% or $47,157 at 6%. |
| 2014 | 1 | 8 | $69,343 | $68,185 | $8,523iApproximate average salary by contribution assumption: employee only about $213,078 at 4% or $142,052 at 6%; with 50% employer match about $142,052 at 4% or $94,701 at 6%; with 100% employer match about $106,539 at 4% or $71,026 at 6%. |
| Fortis Talent 401(K) Retirement Savings Plan | - | 8 | $69,343 | $68,185 | $8,523iApproximate average salary by contribution assumption: employee only about $213,078 at 4% or $142,052 at 6%; with 50% employer match about $142,052 at 4% or $94,701 at 6%; with 100% employer match about $106,539 at 4% or $71,026 at 6%. |