# Fcdg Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/fcdg-management-llc-401k-plan

> Fcdg Management LLC's 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fcdg Management LLC

- **Sponsor EIN:** 823568247

- **Sponsor Address:** 440 SCIENCE DRIVE SUITE 100, MADISON, WI, 53711

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

- **Total Participants:** 226

- **Total Assets:** $24.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|226|$24.7M|$527,305|$1.4M|

| 2023|196|$22.1M|$733,712|$1.2M|

| 2022|190|$20.7M|$1.1M|$1.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$74,828|—|$74,828|

| FCDG MANAGEMENT LLC|OTHER|$19,245|—|$19,245|

| PLANTE & MORAN PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,073

- **Estimated Expense Ratio:** 0.381% 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|$96,242|$2,169|—|—|—|

| 2023|$83,995|$1,079|—|—|—|

| 2022|$57,575|—|$57,575|—|—|

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