# Fmi Holdco LLC 401(k) Plan
Source: https://planprovider.pro/companies/fmi-holdco-llc-333511466-001

> Fmi Holdco LLC's 401(k) plan: 206 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Fmi Holdco LLC

- **Sponsor EIN:** 333511466

- **Sponsor Address:** 27756 AVENUE MENTRY, VALENCIA, CA, 91355

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

- **Plan Number:** 001

- **Total Participants:** 206

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2025|206|$7.2M|$0|$0|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|Investment Advisor|$21,681|—|$21,681|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$14,879|—|$14,879|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,560

- **Estimated Expense Ratio:** 0.510% 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|

| 2025|$2,833,123|$24,998|—|—|—|

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