Plan Snapshot
- Plan Sponsor: Fti Consulting, INC.
- Sponsor EIN: 521261113
- Sponsor Address: 555 12TH STREET, N.W.,, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 4,676
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,676 | $1.2B | $37.2M | $67.5M |
| 2023 | 4,347 | $1.0B | $37.0M | $61.3M |
| 2022 | 4,159 | $794.1M | $31.1M | $52.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $415,231 | — | $415,231 |
| CAPFINANCIAL PARTNERS, LLC. | CONSULTANT | $65,250 | — | $65,250 |
| SC&H ATTEST SERVICES, P.C | CONSULTANT | $32,900 | — | $32,900 |
| MORGAN STANLEY GLOBAL BANKING OPERA | CONSULTANT | $15,000 | — | $15,000 |
| ALTERITY GROUP, LLC | CONSULTANT | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C — CONSULTANT
- MORGAN STANLEY GLOBAL BANKING OPERA — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $538,381
- Estimated Expense Ratio: 0.044% 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 | $559,066 | $123,150 | — | — | — |
| 2023 | $459,297 | — | — | $31,350 | — |
| 2022 | $464,660 | — | — | — | — |