Plan Ledger DOL Form 5500 · updated monthly

Fgi Group, Inc.401(k)

FGI GROUP 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Fgi Group, Inc. reported $154,106 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,003 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 fell from 0.18% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 622nd-largest of 5,688 plans among Texas employers on file, and the 582nd of 5,337 in construction. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 398 to 539 since 2022.

Plan summary
Net assets, end of year$107,560,754
Participants with balances636
Active participants539
Employer contributions$2,696,521
Employee contributions$6,286,570
Employer contribution per active participant$5,003
Average account balance$169,121
Benefits paid to participants$12,864,166
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$107.6M · 636 accts · $2.7M emplr
2023$94.7M · 536 accts · $2.4M emplr
2022$73.2M · 472 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,689
Investment management$90,417
Total administrative$154,106
The Fgi Group, Inc. 401(k) match · 2024
Employer contribution per active participant$5,003
Median for plans this size$3,635
2024$5,003 per active participant
2023$5,252 per active participant
2022$5,152 per active participant

Fgi Group, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
RBC WEALTH MANAGEMENT · Investment advisory (plan)$70,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$63,689
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,417

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

Administrative cost history3
2024$154,106 · 0.15%
2023$150,777 · 0.18%
2022$139,377 · 0.18%
Same employer
Similar plansConstruction · Texas
Bilfinger North America Inc TX$112.2M · 0.20%
Perry Homes, LLC TX$107.9M · 0.17%
Ccg Services, Inc. TX$106.0M · 0.16%
Orion TX$95.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742333173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.