AUMdb

Furniture Marketing Group, Inc. 401(k)/Profit Sharing Plan

Sponsored by Fmg, Inc. · EIN 751774792 · Plan #001

Total assets
$22.5M
Net assets
$22.5M
Active participants
295
With balances
347

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Worth Asset Management, Llc CRD 166970 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Worth Asset Management Llc Investment advisory (plan), Direct payment from the plan $56,168
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $7,123