Plan Ledger DOL Form 5500 · updated monthly

Fg, LLC dba the Foundation Group401(k)

TFG 401(K) SAVINGS PLAN · SIKESTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Fg, LLC dba the Foundation Group reported $73,196 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $19 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.

Across the 2 years on file its reported administrative ratio rose from 0.52% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (767th of 1,393), and the 5,074th of 11,911 in health care & social assistance. In 2024, employees put in $24.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,304,958
Participants with balances420
Active participants2,321
Employer contributions$43,246
Employee contributions$1,063,973
Employer contribution per active participant$19
Average account balance$29,298
Benefits paid to participants$2,456,127
Plan auditUnmodified (clean) audit opinion
AuditorVAN DE VEN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 420 accts · $43K emplr
2023$12.1M · 400 accts · $31K emplr
2022$10.1M · 366 accts · $44K emplr
Administrative expenses, itemized · 2024
Investment management$73,196
Total administrative$73,196
The Fg, LLC dba the Foundation Group 401(k) match · 2024
Employer contribution per active participant$19
Median for plans this size$2,416
2024$19 per active participant
2023$15 per active participant
2022$21 per active participant

Fg, LLC dba the Foundation Group's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator · Recordkeeping$60,825
BENEFIT PLANS PLUS$12,372

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Lincoln Financial
2023Lincoln Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$73,196 · 0.60%
2023$56,839 · 0.51%
2022$56,867 · 0.52%
Similar plansHealth Care & Social Assistance · Missouri
Easterseals Midwest MO$13.8M · 0.85%
Biotech X-Ray Inc. MO$13.0M · 0.58%
V.N.A. Corporation MO$11.7M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814579176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.