AUMdb

Fgs, Llc 401(k) Profit Sharing Plan

Sponsored by Fgs, Llc · EIN 201364435 · Plan #001

Total assets
$21.1M
Net assets
$21.1M
Active participants
335
With balances
325

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $49,770
Mma Securities Investment advisory (participants), Investment advisory (plan) $34,550
Strategic Advisors, Inc. Investment advisory (plan) $12,935