Fg Group Holdings, Inc. 401(k) Plan
Sponsored by Fg Group Holdings, Inc. · EIN 470587703 · Plan #002
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 123
- With balances
- 214
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bridges Investment Management Inc CRD 108028 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $43,069 |
| Bridges Investment Management | Investment advisory (plan), Other investment fees and expenses | $30,066 |
| Uhy, Llp | Accounting | $3,450 |