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

> Fgi Group, INC.'s 401(k) plan: 539 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fgi Group, INC.

- **Sponsor EIN:** 742333173

- **Sponsor Address:** 3901 SOUTH LAMAR BLVD., AUSTIN, TX, 78704

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

- **Total Participants:** 539

- **Total Assets:** $107.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|539|$107.6M|$2.7M|$6.3M|

| 2023|464|$94.7M|$2.4M|$5.6M|

| 2022|398|$73.2M|$2.1M|$4.8M|

## 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|

| RBC WEALTH MANAGEMENT|INVESTMENT ADVISOR|$70,000|—|$70,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$63,689|—|$63,689|

| STRATEGIC ADVISORS, INC.|ADVISOR|$20,417|—|$20,417|

| RSM US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RSM US, LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $154,106

- **Estimated Expense Ratio:** 0.143% 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|$154,106|$90,417|—|—|—|

| 2023|$150,777|$85,819|—|—|—|

| 2022|$139,377|$14,685|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fgi-group-inc-401k-plan)

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