Back to filter
Original filing (PDF)20251008173823NAL0006197825001
FGF LLC
Form 5500
FILING_RECEIVED
FGF LLC
401(k) retirement plan
Active participants
1,356
Accounts w/ balance
1,091
Plan assets (EOY)
$72.6M
Net assets (EOY)
$72.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FGF LLC.
Plan sponsor
Name
FGF LLC
EIN
35-1134102
Address
50 MAPLEHURST DR · BROWNSBURG, IN · 46112
Phone
(317) 858-9000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2K · 401(m) arrangement
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | ACCOUNTANT/AUDITOR | $40K | — |
Investments
28 direct securities· $72.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research Freedom Blend 2030 K6 | — | — | — | $6.6M | 9.1% | |
| Fidelity Management & Research Contrafund K6 | — | — | — | $6.6M | 9.1% | |
| Fidelity Management & Research Freedom Blend 2035 K6 | — | — | — | $6.5M | 9.0% | |
| Fidelity Management & Research Freedom Blend 2040 K6 | — | — | — | $6.3M | 8.6% | |
| Fidelity Management & Research Freedom Blend 2025 K6 | — | — | — | $5.3M | 7.3% | |
| Fidelity Management & Research Growth Company K6 | — | — | — | $5.2M | 7.2% | |
| Fidelity Management & Research Freedom Blend 2050 K6 | — | — | — | $4.6M | 6.4% | |
| Fidelity Management & Research Freedom Blend 2045 K6 | — | — | — | $4.6M | 6.3% | |
| Fidelity Management & Research 500 Index Fund | — | — | — | $3.4M | 4.7% | |
| Fidelity Management & Research Freedom Blend 2055 K6 | — | — | — | $3.2M | 4.5% | |
| Fidelity Management & Research Freedom Blend 2020 K6 | — | — | — | $2.5M | 3.4% | |
| Money Market fund * Fidelity Management & Research Government Money Market K6 | — | — | — | $1.9M | 2.6% | |
| Pimco Total Return Institutional | — | — | — | $1.7M | 2.4% | |
| Fidelity Management & Research International Index | — | — | — | $1.7M | 2.4% | |
| Fidelity Management & Research Diversified International K6 | — | — | — | $1.4M | 2.0% | |
| Vanguard Group Winsdor Admiral | — | — | — | $1.3M | 1.8% | |
| Fidelity Management & Research Government Money Market 7 * Participant loans 303 participant loans outstanding with rates of interest ranging from 4.25% to 9.50%, various terms | — | — | — | $1.3M | 1.8% | |
| Principal Financial Group MidCap Fund R6 | — | — | — | $1.2M | 1.7% | |
| T. Rowe Price Dividend Growth Fund I | — | — | — | $1.2M | 1.6% | |
| Fidelity Management & Research Small Cap Discovery | — | — | — | $1.1M | 1.5% | |
| Fidelity Management & Research Freedom Blend 2060 K6 | — | — | — | $963K | 1.3% | |
| Fidelity Management & Research Freedom Blend 2015 K6 | — | — | — | $912K | 1.3% | |
| Fidelity Management & Research Small Cap Index | — | — | — | $820K | 1.1% | |
| Fidelity Management & Research US Bond Index | — | — | — | $601K | 0.8% | |
| Fidelity Management & Research Freedom Blend Inc K6 | — | — | — | $512K | 0.7% | |
| Fidelity Management & Research Extended Market Index | — | — | — | $389K | 0.5% | |
| Fidelity Management & Research Freedom Blend 2010 K6 | — | — | — | $329K | 0.5% | |
| Fidelity Management & Research Freedom Blend 2065 K6 | — | — | — | $295K | 0.4% |