# Fj Management INC. 401(k) Plan
Source: https://planprovider.pro/companies/fj-management-inc-401k-plan

> Fj Management INC.'s 401(k) plan: 12,091 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fj Management INC.

- **Sponsor EIN:** 941663458

- **Sponsor Address:** 185 S. STATE STREET, SALT LAKE CITY, UT, 84111

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

- **Total Participants:** 12,091

- **Total Assets:** $278.6M

## 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|12,091|$278.6M|$21.4M|$29.2M|

| 2023|6,768|$166.0M|$10.5M|$17.0M|

| 2022|4,395|$131.0M|$8.4M|$13.4M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$709,186|—|$709,186|

| ONEDIGITAL INVESTMENT ADVISORS|CONSULTANT|$117,848|—|$117,848|

| BANGERTER, LUND & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $827,034

- **Estimated Expense Ratio:** 0.297% 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|$827,034|$117,848|—|—|—|

| 2023|$446,968|$62,279|—|—|—|

| 2022|$415,322|$95,535|—|—|—|

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