# Fundamental Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fundamental-holdings-inc-401k-plan

> Fundamental Holdings, INC.'s 401(k) plan: 6 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Fundamental Holdings, INC.

- **Sponsor EIN:** 831136380

- **Sponsor Address:** 484 SHERIDAN RD, GLENCOE, IL, 60022

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

- **Total Participants:** 6

- **Total Assets:** $1.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|6|$1.0M|$0|$410|

| 2024|6|$894,836|$0|$0|

| 2023|6|$1.1M|$0|$0|

| 2022|7|$1.1M|$0|$0|

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