Fsm Group Llc 401(k) Profit Sharing Plan
Sponsored by Fsm Group Llc · EIN 300853790 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 614
- With balances
- 288
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 |
|---|---|---|
| Haven Private, Llc CRD 329012 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $48,332 |
| Haven Private | Investment advisory (plan), Other fees | $0 |