# Fdm Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fdm-group-inc-401k-plan

> Fdm Group, INC.'s 401(k) plan: 474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RBC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT/FINANCIAL ADVI

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/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|—|—|—|—|

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