Fortec Medical 401(k) match, vesting and fees
What Fortec Medical's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | D;amico Wawrin & Company Cpas, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Fortec Medical: employer contribution per participant | $3,206 | |
| Peer median | $1,438 |
| Fortec Medical: average balance | $76,217 | |
| Peer median | $41,205 |
| Fortec Medical: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $48.5M at the end of plan year 2023 to $75.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,055 | $75.8M | $3.2M | $3,206 | 0.15% | Not published | Form 5500 ↗ |
| 2024 | 939 | $59.3M | $2.8M | $3,202 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 815 | $48.5M | $1.9M | $2,421 | 0.07% | Not published | Form 5500 ↗ |
Other Fortec Medical plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fortec Medical, Inc. 401(k) Profit Sharing
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | D'Amico Wawrin & Company Cpas, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Fortec Medical match 401(k) contributions?
The match terms for the Fortec Medical, Inc. 401(k) Profit Sharing have not been published from its filing yet. The plan year 2025 filing reports $3.2M in employer contributions, about $3,206 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fortec Medical 401(k) match vested?
The vesting schedule for the Fortec Medical, Inc. 401(k) Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fortec Medical 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Retirement Insurance & Annuity. The plan administrator is Fortec Medical, Inc..
I left Fortec Medical. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fortec Medical, Inc., (330) 463-1265) or the recordkeeper, Voya Retirement Insurance & Annuity. The Fortec Medical old 401(k) page lists the contacts from every plan filing. Find an old Fortec Medical 401(k)
Data from the public Form 5500 annual reports Fortec Medical filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fortec Medical. Not financial advice. Report a correction · Methodology