Original filing (PDF)20251015151042NAL0002521347001

FMK MANAGEMENT LLC

Name: FMK MANAGEMENT LLC — FMK MANAGEMENT LLC 401 (K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: FMK MANAGEMENT LLC

Form 5500

FILING_RECEIVED

FMK MANAGEMENT LLC 401 (K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

44% in single holdingNo recordkeeper disclosed

Active participants

590

Accounts w/ balance

131

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

How this plan invests

This plan

7 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

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

Plan sponsor

Name

FMK MANAGEMENT LLC

EIN

47-2612431

Address

PO BOX 1227 · WILDWOOD, FL · 347851227

Phone

(352) 552-5121

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WILSON LEWIS ATTESTATION SERVICES

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 direct securities· $707K(99% of reported assets)

Uncategorized

$703K

6 holdings

Participant loans

$5K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
VANGUARD TOTAL STOCK MKT IDX ADM Mutual Fund	—	—	—	$313K	43.9%
VANGUARD TOTAL INTL STOCK INDEX ADM Mutual Fund	—	—	—	$188K	26.3%
VANGUARD TOTAL BOND MARKET IDX AM Mutual Fund	—	—

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