Plan Ledger DOL Form 5500 · updated monthly

Fg Holdings Company, LLC401(k)

FG HOLDINGS COMPANY, LLC RETIREMENT PLAN · KAUKAUNA, WI · plan year 2022

Reported admin expense ratio · 2022
0.03%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Fg Holdings Company, LLC reported $417 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,160 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Wisconsin (1,881st of 1,936), and 854th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,214,142
Participants with balances80
Active participants138
Employer contributions$160,020
Employee contributions$236,771
Employer contribution per active participant$1,160
Average account balance$15,177
Benefits paid to participants$1,682
Plan auditUnmodified (clean) audit opinion
The Fg Holdings Company, LLC 401(k) match · 2022
Employer contribution per active participant$1,160
Median for plans this size$1,114

Fg Holdings Company, LLC's 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$417 · 0.03%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Tellurian, Inc. WI$2.6M · 0.08%
The Fresh Group, LTD. WI$1.9M · 0.17%
Breezy Hill Nursery Inc. WI$1.8M · 0.08%
Island Plant Company LLC HI$1.2M · 0.13%
Integrity Tree Services MI$1.2M · 0.81%
Far West Fungi Inc CA$1.2M · 0.47%
Johnson Foods, Inc. WA$1.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874171809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.