# Fortitude Group Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fortitude-group-holdings-llc-401k-plan

> Fortitude Group Holdings, LLC's 401(k) plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortitude Group Holdings, LLC

- **Sponsor EIN:** 831064140

- **Sponsor Address:** 310 SEVEN SPRINGS WAY SUITE 250, BRENTWOOD, TN, 37027

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

- **Total Participants:** 486

- **Total Assets:** $112.0M

## 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|486|$112.0M|$7.5M|$6.9M|

| 2023|613|$89.9M|$6.9M|$6.0M|

| 2022|501|$69.1M|$4.6M|$4.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$64,892|—|$64,892|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,799|—|$5,799|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,691

- **Estimated Expense Ratio:** 0.063% 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|$70,691|—|—|—|—|

| 2023|$77,378|$1,123|—|—|—|

| 2022|$4,585|—|$4,585|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fortitude-group-holdings-llc-401k-plan)

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