Plan Snapshot
- Plan Sponsor: Fgf LLC
- Sponsor EIN: 351134102
- Sponsor Address: 50 MAPLEHURST DR, BROWNSBURG, IN, 46112
- Plan Type: 401(k)
- Total Participants: 1,356
- Total Assets: $72.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,356 | $72.6M | $1.5M | $2.5M |
| 2023 | 693 | $62.8M | $625,835 | $2.0M |
| 2022 | 868 | $59.0M | $1.7M | $3.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $120,759 | — | $120,759 |
| KREISCHER MILLER | ACCOUNTANT/AUDITOR | $40,467 | — | $40,467 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,522 | — | $11,522 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KREISCHER MILLER — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,748
- Estimated Expense Ratio: 0.238% 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 | $176,344 | $11,554 | $1,200 | — | — |
| 2023 | $100,119 | $11,570 | — | — | — |
| 2022 | $133,546 | $15,096 | — | — | — |