Plan Snapshot
- Plan Sponsor: Fdh Holdings, LLC
- Sponsor EIN: 272160929
- Sponsor Address: 400 MEMORIAL DRIVE EXT, GREER, SC, 29651
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $9.8M
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 | 520 | $9.8M | $262 | $1.9M |
| 2023 | 455 | $7.2M | $275 | $1.5M |
| 2022 | 346 | $4.9M | $186 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $65,703 | $19,426 | $46,277 | — | — |
| 2023 | $63,007 | $21,690 | $41,317 | — | — |
| 2022 | $50,950 | $21,564 | $29,386 | — | — |