AUMdb

Tfg 401(k) Savings Plan

Sponsored by Fg, Llc Dba The Foundation Group · EIN 814579176 · Plan #333

Total assets
$12.3M
Net assets
$12.3M
Active participants
2,321
With balances
420

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator, Recordkeeping, Recordkeeping fees $60,825
Benefit Plans Plus Other fees $12,372