Financial Consulting Group 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Financial Consulting Group
  • Sponsor EIN: 621657685
  • Sponsor Address: 9040 GARDEN ARBOR DRIVE, GERMANTOWN, TN, 38138
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $3.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202510$3.1M$33,565$62,881
20249$2.7M$53,961$130,627
202311$2.3M$41,541$117,128
202211$2.0M$37,473$102,551

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