# Fringe Benefit Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fringe-benefit-group-inc-742485507-001

> Fringe Benefit Group, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [ERICKSON DEMEL & ASSOCIATES, PLLC](https://planprovider.pro/provider/erickson-demel-and-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|

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