Plan Snapshot
- Plan Sponsor: Fsg, INC.
- Sponsor EIN: 202776974
- Sponsor Address: 179 LINCOLN STREET, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $9.0M
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 | 59 | $9.0M | $132,129 | $711,160 |
| 2023 | 59 | $10.6M | $125,926 | $810,627 |
| 2022 | 78 | $8.8M | $131,316 | $766,400 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | 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 | $5,269 | $5,269 | — | — | — |
| 2023 | $6,171 | — | — | — | — |
| 2022 | $5,461 | $4,026 | $1,435 | — | — |