# Fg, LLC Dba The Foundation Group 401(k) Plan
Source: https://planprovider.pro/companies/fg-llc-dba-the-foundation-group-401k-plan

> Fg, LLC Dba The Foundation Group's 401(k) plan: 2,321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fg, LLC Dba The Foundation Group

- **Sponsor EIN:** 814579176

- **Sponsor Address:** PO BOX 1210, SIKESTON, MO, 63801

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

- **Total Participants:** 2,321

- **Total Assets:** $12.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|2,321|$12.3M|$43,246|$1.1M|

| 2023|2,072|$12.1M|$30,582|$979,183|

| 2022|2,120|$10.1M|$43,769|$914,654|

## 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|

| LINCOLN NATIONAL CORPORATION|Recordkeeper|$60,825|—|$60,825|

| BENEFIT PLANS PLUS|Recordkeeper|$12,372|—|$12,372|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,197

- **Estimated Expense Ratio:** 0.595% 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|$73,196|$73,196|—|—|—|

| 2023|$56,839|$56,839|—|—|—|

| 2022|$56,867|—|—|—|—|

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