Plan Snapshot
- Plan Sponsor: Fsm Group LLC
- Sponsor EIN: 300853790
- Sponsor Address: 4705 S. APOPKA VINELAND ROAD, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 614
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 614 | $4.9M | $319,220 | $923,938 |
| 2023 | 517 | $3.0M | $222,311 | $620,369 |
| 2022 | 391 | $2.0M | $169,603 | $457,885 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
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 | $48,332 | — | $48,332 | — | — |
| 2023 | $28,574 | — | $28,574 | — | — |
| 2022 | $19,612 | — | $19,612 | — | — |