# Fg Group Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ballantyne-strong-inc-401k-plan

> Fg Group Holdings, INC.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fg Group Holdings, INC.

- **Sponsor EIN:** 470587703

- **Sponsor Address:** 5960 FAIRVIEW ROAD, CHARLOTTE, NC, 28210

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $12.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|123|$12.8M|$192,244|$596,242|

| 2023|108|$11.7M|$225,048|$601,225|

| 2022|99|$11.3M|$185,139|$508,663|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UHY, LLP|Auditor|$3,450|—|$3,450|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,450

- **Estimated Expense Ratio:** 0.027% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$78,584|$30,066|$38,819|$3,450|—|

| 2023|$77,835|$39,004|$25,121|$7,000|—|

| 2022|$94,285|$50,036|$32,757|—|$11,492|

## Similar Plans

- [Southern Electrical Equipment Company, INC.](https://planprovider.pro/companies/southern-electrical-equipment-company-inc-401k-plan) — 116 participants

- [Iqe, INC.](https://planprovider.pro/companies/iqe-inc-401k-plan) — 132 participants

- [Zapi, INC.](https://planprovider.pro/companies/zapi-inc-401k-plan) — 159 participants

- [Flexgen Power Systems](https://planprovider.pro/companies/flexgen-power-systems-401k-plan) — 176 participants

- [Hitachi Energy Usa INC.](https://planprovider.pro/companies/hitachi-energy-usa-inc-plan-323) — 50 participants

- [Hitachi Energy Usa INC.](https://planprovider.pro/companies/hitachi-energy-usa-inc-plan-322) — 34 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ballantyne-strong-inc-401k-plan)

© 2026 PlanProvider.Pro