PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FCG ASSOCIATES LLC
Sponsor portfolio

FCG ASSOCIATES LLC

EIN 83-2835606-insurance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
22
9935-D REA ROAD, STE 245 - CHARLOTTE, NC 28277704-705-2012fcgassociates.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001401k-$1.5M - 17 part#002CashBalance-$669K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • FCG ASSOCIATES 401(K) (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FCG ASSOCIATES 401(K) (#001)17
  • CASH BALANCE PLAN (#002)5
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FCG ASSOCIATES 401(K) PLAN

401k

Assets$1.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FCG ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$669K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FCG ASSOCIATES 401(K) PLAN401k$1.5M172025
002FCG ASSOCIATES CASH BALANCE PLANCashBalance$669K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica