Assets by plan
Share of aggregate retirement assets
95%top
Sponsor portfolio
FG NEXUS INC
EIN 46-1119100ManufacturingLatest filing 2025
Plans
3
Retirement
2
$1.2M assets
Welfare
1
$104K premiums
Participants
157
5960 FAIRVIEW RD SUITE 275 - CHARLOTTE, NC 28226402-453-4444
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $104K premiums / 157 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$104K
- Short-term disability$104K
- Long-term disability$104K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
64%top
- GALLAGHER BENEFIT SERVICES, INC.64%
- MOSAIC GROUP SERVICES36%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FG FINANCIAL GROUP, INC. 401(K) PLAN
401k
Assets$1.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FG NEXUS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$62K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FG GROUP HOLDINGS INC BENEFIT PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$104K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FG FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $1.2M | 11 | 2024 | |
| 002 | FG NEXUS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $62K | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FG GROUP HOLDINGS INC BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $104K | 157 | 2024 |
Retirement plans
Welfare plans