# Fmg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fmg-inc-401k-plan-001-4792

> Fmg, INC.'s 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fmg, INC.

- **Sponsor EIN:** 751774792

- **Sponsor Address:** 6100 W. PLANO PKWY., PLANO, TX, 75093

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

- **Total Participants:** 295

- **Total Assets:** $22.5M

## 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|295|$22.5M|$264,875|$1.8M|

| 2023|229|$18.9M|$221,641|$1.5M|

| 2022|191|$15.8M|$205,598|$1.4M|

## 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|

| WORTH ASSET MANAGEMENT LLC|ADVISOR|$56,168|—|$56,168|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$7,123|—|$7,123|

| GARRETY AND ASSOCIATES CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,291

- **Estimated Expense Ratio:** 0.281% 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|$63,291|$56,168|—|—|—|

| 2023|$58,847|$51,447|—|—|—|

| 2022|$73,206|$49,794|$23,274|—|—|

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