Plan Snapshot
- Plan Sponsor: The Fort Miller Group, INC.
- Sponsor EIN: 141459087
- Sponsor Address: PO BOX 98, SCHUYLERVILLE, NY, 12871
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $81.4M
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 | 505 | $81.4M | $1.4M | $3.2M |
| 2023 | 449 | $73.7M | $1.2M | $2.7M |
| 2022 | 426 | $65.8M | $949,952 | $2.4M |
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 |
|---|---|---|---|---|
| TEAL BECKER & CHIARMONTE, CPAS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL BECKER & CHIARMONTE, CPAS, PC — 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 | $87,066 | — | — | — | — |
| 2023 | $83,421 | — | — | — | — |
| 2022 | $78,715 | — | — | — | $40,000 |