# Fsi, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fsi-inc-401k-plan-001

> Fsi, INC.'s 401(k) plan: 1,804 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fsi, INC.

- **Sponsor EIN:** 391751953

- **Sponsor Address:** 2651 KIRKING COURT, PORTAGE, WI, 53901

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

- **Total Participants:** 1,804

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|1,804|$8.8M|$508,355|$1.1M|

| 2023|1,346|$6.7M|$415,592|$890,555|

| 2022|1,347|$4.6M|$359,963|$769,622|

## 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|

| PREMIER RETIREMENT PARTNERS|NONE|$2,329|$7,577|$9,906|

| EMPOWER ADVISORY GROUP LLC|NONE|$9,269|—|$9,269|

| AMERIPRISE FINANCIAL SERVICES INC|NONE|—|$7,572|$7,572|

| MBE CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MBE CPAS, LLP](https://planprovider.pro/provider/mbe-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,747

- **Estimated Expense Ratio:** 0.303% 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|$14,643|$9,269|$2,329|—|—|

| 2023|$11,868|$5,608|$3,010|—|—|

| 2022|$6,922|—|—|—|$6,922|

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