Fortress Inc.
Plan context: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC
EIN 54-2079896 • Round Rock, TX • 17 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$160,196
2024 Contributions
$692
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 | 0 | $0 | $0 | - |
| FORTRESS, INC. SPIN OFF | - | 0 | $0 | - | - |
| 2023 | 2 | 0 | $0 | $692 | - |
| MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC | - | 0 | $0 | $692 | - |
| FORTRESS, INC. SPIN OFF | - | 0 | $0 | - | - |
| 2022 | 1 | 3 | $160,196 | $4,625 | $1,542iApproximate average salary by contribution assumption: employee only about $38,542 at 4% or $25,694 at 6%; with 50% employer match about $25,694 at 4% or $17,130 at 6%; with 100% employer match about $19,271 at 4% or $12,847 at 6%. |
| MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC | - | 3 | $160,196 | $4,625 | $1,542iApproximate average salary by contribution assumption: employee only about $38,542 at 4% or $25,694 at 6%; with 50% employer match about $25,694 at 4% or $17,130 at 6%; with 100% employer match about $19,271 at 4% or $12,847 at 6%. |
| 2021 | 1 | 5 | $206,915 | $11,488 | $2,298iApproximate average salary by contribution assumption: employee only about $57,440 at 4% or $38,293 at 6%; with 50% employer match about $38,293 at 4% or $25,529 at 6%; with 100% employer match about $28,720 at 4% or $19,147 at 6%. |
| MAKES SENSE 401K PLAN FORTRESS, INC. | - | 5 | $206,915 | $11,488 | $2,298iApproximate average salary by contribution assumption: employee only about $57,440 at 4% or $38,293 at 6%; with 50% employer match about $38,293 at 4% or $25,529 at 6%; with 100% employer match about $28,720 at 4% or $19,147 at 6%. |
| 2020 | 1 | 3 | $186,557 | $8,418 | $2,806iApproximate average salary by contribution assumption: employee only about $70,150 at 4% or $46,767 at 6%; with 50% employer match about $46,767 at 4% or $31,178 at 6%; with 100% employer match about $35,075 at 4% or $23,383 at 6%. |
| MAKES SENSE 401K PLAN FORTRESS, INC. | - | 3 | $186,557 | $8,418 | $2,806iApproximate average salary by contribution assumption: employee only about $70,150 at 4% or $46,767 at 6%; with 50% employer match about $46,767 at 4% or $31,178 at 6%; with 100% employer match about $35,075 at 4% or $23,383 at 6%. |
| 2019 | 2 | 3 | $186,555 | $176,798 | $58,933iApproximate average salary by contribution assumption: employee only about $1,473,317 at 4% or $982,211 at 6%; with 50% employer match about $982,211 at 4% or $654,807 at 6%; with 100% employer match about $736,658 at 4% or $491,106 at 6%. |
| MAKES SENSE 401K PLAN FORTRESS, INC. | - | 3 | $186,555 | $176,798 | $58,933iApproximate average salary by contribution assumption: employee only about $1,473,317 at 4% or $982,211 at 6%; with 50% employer match about $982,211 at 4% or $654,807 at 6%; with 100% employer match about $736,658 at 4% or $491,106 at 6%. |
| Fortress Inc. Basic Profit Sharing Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 3 | $122,465 | $12,608 | $4,203iApproximate average salary by contribution assumption: employee only about $105,067 at 4% or $70,044 at 6%; with 50% employer match about $70,044 at 4% or $46,696 at 6%; with 100% employer match about $52,533 at 4% or $35,022 at 6%. |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $122,465 | $12,608 | $4,203iApproximate average salary by contribution assumption: employee only about $105,067 at 4% or $70,044 at 6%; with 50% employer match about $70,044 at 4% or $46,696 at 6%; with 100% employer match about $52,533 at 4% or $35,022 at 6%. |
| 2017 | 1 | 2 | $109,001 | $0 | - |
| Fortress Inc. Basic Profit Sharing Plan | - | 2 | $109,001 | $0 | - |
| 2016 | 1 | 2 | $108,426 | $0 | - |
| Fortress Inc. Basic Profit Sharing Plan | - | 2 | $108,426 | $0 | - |
| 2015 | 1 | 3 | $117,101 | $0 | - |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $117,101 | $0 | - |
| 2014 | 1 | 3 | $117,090 | $0 | - |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $117,090 | $0 | - |
| 2013 | 1 | 3 | $117,080 | $32,612 | $10,871iApproximate average salary by contribution assumption: employee only about $271,767 at 4% or $181,178 at 6%; with 50% employer match about $181,178 at 4% or $120,785 at 6%; with 100% employer match about $135,883 at 4% or $90,589 at 6%. |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $117,080 | $32,612 | $10,871iApproximate average salary by contribution assumption: employee only about $271,767 at 4% or $181,178 at 6%; with 50% employer match about $181,178 at 4% or $120,785 at 6%; with 100% employer match about $135,883 at 4% or $90,589 at 6%. |
| 2012 | 1 | 3 | $84,457 | $0 | - |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $84,457 | $0 | - |
| 2011 | 1 | 3 | $90,245 | $0 | - |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $90,245 | $0 | - |
| 2010 | 1 | 3 | $90,241 | $74,929 | $24,976iApproximate average salary by contribution assumption: employee only about $624,408 at 4% or $416,272 at 6%; with 50% employer match about $416,272 at 4% or $277,515 at 6%; with 100% employer match about $312,204 at 4% or $208,136 at 6%. |
| Fortress Inc. Basic Profit Sharing Plan | - | 3 | $90,241 | $74,929 | $24,976iApproximate average salary by contribution assumption: employee only about $624,408 at 4% or $416,272 at 6%; with 50% employer match about $416,272 at 4% or $277,515 at 6%; with 100% employer match about $312,204 at 4% or $208,136 at 6%. |