Plan Snapshot
- Plan Sponsor: Fdm Group, INC.
- Sponsor EIN: 522077830
- Sponsor Address: 199 WATER STREET, NEW YORK, NY, 10038
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $12.1M
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 | 474 | $12.1M | $438,764 | $2.3M |
| 2023 | 774 | $10.6M | $831,907 | $3.1M |
| 2022 | 988 | $6.8M | $592,472 | $2.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $28,316 | — | $28,316 |
| RBC | INVESTMENT/FINANCIAL ADVI | $27,855 | — | $27,855 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RBC — INVESTMENT/FINANCIAL ADVI
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,171
- Estimated Expense Ratio: 0.465% 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 | $56,171 | $27,855 | — | — | — |
| 2023 | $42,487 | $20,027 | — | — | — |
| 2022 | $39,834 | — | — | — | — |