Original filing (PDF)20250917144729NAL0000664144001

FC CAPITAL MANAGEMENT, LLC

Name: FC CAPITAL MANAGEMENT, LLC — FC CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FC CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

FC CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FC CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

FC CAPITAL MANAGEMENT, LLC

EIN

26-1233477

Address

525 N TRYON STREET · SUITE 1900 · CHARLOTTE, NC · 282020209

Phone

(704) 414-2880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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