Plan Snapshot
- Plan Sponsor: Fringe Benefit Group, INC.
- Sponsor EIN: 742485507
- Sponsor Address: 11910 ANDERSON MILL ROAD, AUSTIN, TX, 787261113
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.5B | $0 | $0 |
| 2023 | 0 | $1.5B | $0 | $0 |
| 2022 | 0 | $1.3B | $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 |
|---|---|---|---|---|
| FRINGE BENEFIT GROUP, INC. | Recordkeeper | $15,199,931 | — | $15,199,931 |
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $5,515,733 | — | $5,515,733 |
| FRINGE INSURANCE BENEFITS, INC. | Other Service Provider | $2,883,058 | — | $2,883,058 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Investment Advisor | $572,764 | — | $572,764 |
| ERICKSON DEMEL & ASSOCIATES, PLLC | Auditor | $58,500 | — | $58,500 |
| ERISA SMART | Custodian / Trustee | $33,776 | — | $33,776 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- ERICKSON DEMEL & ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,263,762
- Estimated Expense Ratio: 1.664% 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 | $24,830,106 | $572,764 | — | $12,500 | — |
| 2023 | $5,028,447 | $548,472 | $3,782,017 | — | — |
| 2022 | $5,662,033 | $529,519 | $4,296,087 | — | $88,880 |