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  2. FG VENTURES, LLC
Sponsor portfolio

FG VENTURES, LLC

EIN 84-2781881-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$218K premiums
Participants
417
3740 DAVINCI CT, STE 100 - PEACHTREE CORNERS, GA 30092770-368-1399
Plans on this EIN
2 filings
#001401k-$20.3M - 235 part#501Mixed-$218K - 165 lives

Benefits portfolio analytics

1 plan / $218K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$94K
  • Other$50K
  • Life$40K
  • Short-term disability$35K
  • Long-term disability$20K
  • Vision$19K
Total $218K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
  • VISION SERVICE PLAN9%
Total $218K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • OAKBRIDGE INSURANCE AGENCY, LLC100%
Total $26K1 slice

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 VENTURES, LLC

401k

Assets$20.3M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FG VENTURES, LLC WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$218K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FG VENTURES, LLC401k$20.3M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FG VENTURES, LLC WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$218K1652025
Retirement plans
Welfare plans
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