Plan5500

Fig LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Fig LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fig LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Fig LLC under EIN 13-3989886 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,293 participants and $331,737,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fig LLC
EIN
13-3989886
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,293
End-of-year plan assets
$331,737,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,293H, C20240925111702NAL0019667136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$331,737,803
Total liabilities (EOY)
$0
Net assets (EOY)
$331,737,803
Net assets (BOY)
$271,688,495

Income & contributions

Employer contributions
$5,224,598
Participant contributions
$16,544,405
Total contributions
$23,802,143
Total income / additions
$78,032,815

Expenses & distributions

Benefits paid
$17,727,115
Administrative expenses
$256,392
Total expenses
$17,983,507
Net increase / (decrease)
$60,049,308

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors LLCINVESTMENT ADVISOR$95,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$91,719not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$64,359$02023

Related Form 5500 pages