Mark Roberson signed FG Group Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FG Group Holdings, Inc.'s EIN is 47-0587703.
Download the official 2024 Form 5500 (PDF) for FG Group Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FG Group Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT | — | OMAHA, NC | INVESTMENT | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.9M | 93.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY, LLP | 42-1462849 | — | AUDITOR | $3K | — |
