Back to filter
Original filing (PDF)20250721141912NAL0004052706001
FMI, LLC
Form 5500-SF
FILING_RECEIVED
FMI SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
28
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FMI, LLC.
Plan sponsor
Name
FMI, LLC
EIN
45-0438993
Address
P.O. BOX 1029 · FARGO, ND · 581071029
Phone
(218) 303-4510
Industry
Accommodation & Food Servicessee 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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
LEGACY BUSINESS SOLUTIONS, LLC
LEGACY BUSINESS SOLUTIONS, LLC 401(K) PLAN
$2.3M · 138 participants
THE GARLAND
RIO VISTA 401(K) PLAN
$2.3M · 231 participants
JOLLY TINKER, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JOLLY TINKER, INC.
$2.3M · 54 participants
BUNKHOUSE MANAGEMENT LLC
BUNKHOUSE MANAGEMENT LLC 401(K) PLAN
$2.3M · 400 participants
F M H LIMITED
THE FRANCIS MARION HOTEL 401(K) PLAN
$2.3M · 157 participants
KNR HOSPITALITY, LLC
KNR HOSPITALITY RETIREMENT PLAN
$2.3M · 3 participants
Large plans in North Dakota
SANFORD
SANFORD RETIREMENT SAVINGS PLAN
$3.6B · 33,144 participants
BORDER STATES INDUSTRIES, INC.
BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.3B · 3,196 participants
SCHEELS ALL SPORTS, INC.
SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN
$963.0M · 4,480 participants
KNIFE RIVER CORPORATION
KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN
$856.4M · 5,546 participants
BELL BANK
BELL AGGRESSIVE GROWTH FUND
$791.3M
MDU RESOURCES GROUP, INC.
MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN
$775.6M · 2,064 participants