Plan Snapshot
- Plan Sponsor: Fmk Management LLC
- Sponsor EIN: 472612431
- Sponsor Address: PO BOX 1227, WILDWOOD, FL, 347851227
- Plan Type: 401(k)
- Total Participants: 590
- Total Assets: $712,774
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. |
|---|---|---|---|---|
| 2024 | 590 | $712,774 | $0 | $177,003 |
| 2023 | 446 | $545,621 | $11 | $153,305 |
| 2022 | 398 | $343,307 | $0 | $124,009 |
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 |
|---|---|---|---|---|
| WILSON LEWIS ATTESTATION SERVICES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,047 | $6,047 | — | — | — |
| 2023 | $3,286 | $3,286 | — | — | — |
| 2022 | $1,389 | $1,389 | — | — | — |