· 2022–2024 · DOL EFAST2

THE FORT MILLER GROUP, INC. — THE FORT MILLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250730160602NAL0005918384001

THE FORT MILLER GROUP, INC.

Form 5500

FILING_RECEIVED

THE FORT MILLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

Possibly inadequate fidelity bond100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

389

Accounts w/ balance

409

Plan assets (EOY)

$91.4M

Net assets (EOY)

$44.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

72

Total plan cost

99

Plan health

70

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
100% of assets in employer securities (concentration risk).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Below-peer total plan cost (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FORT MILLER GROUP, INC..

Plan sponsor

Name

THE FORT MILLER GROUP, INC.

EIN

14-1459087

Address

P.O. BOX 98 · SCHUYLERVILLE, NY · 12871

Phone

(518) 695-5000

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2P · Leveraged ESOP

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

TEAL BECKER & CHIARAMONTE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $91.4M(100% of reported assets)

Common Stock

$91.4M

1 holding

Cash / Money Market

$1K

1 holding

PI						% of plan
	The Fort Miller Group, Inc. 5,321,102 shares of common stock	Common Stock	—	$59.3M	$91.4M	100.0%
	Citizens Bank Cash	Cash / Money Market	—	$1K	$1K	<0.1%

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