Fms 401(k) Plan
Sponsored by Fms Financial Management Services, Llc · EIN 473105463 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 250
- With balances
- 275
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bgbc Partners Llp | Accounting | $53,615 |
| Truist Advisory Services Inc | Investment advisory (plan) | $28,077 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,915 |