# Fnz Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/fnz-trust-co-401k-plan

> Fnz Usa INC.'s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fnz Usa INC.

- **Sponsor EIN:** 853107782

- **Sponsor Address:** 200 PARK AVENUE, NEW YORK, NY, 10166

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

- **Total Participants:** 150

- **Total Assets:** $15.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|150|$15.1M|$1.1M|$1.7M|

| 2023|159|$12.0M|$1.1M|$1.6M|

| 2022|151|$6.9M|$653,736|$1.0M|

## 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|

| GLOBAL RETIREMENT PARTNERS (GRP)|N/A|$29,177|—|$29,177|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS (GRP)](https://planprovider.pro/provider/global-retirement-partners-llc) — N/A

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,177

- **Estimated Expense Ratio:** 0.193% 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|$33,884|$29,176|$4,708|—|—|

| 2023|$42,351|$40,755|$1,560|—|—|

| 2022|—|—|—|—|—|

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