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  1. Companies/
  2. Fundamental Global Management, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Fundamental Global Management, LLC

EIN 85-0520339-investment management-Latest filing 2025
Plans
1
Retirement
1
$525K assets
Welfare
0
Participants
11
108 GATEWAY BLVD SUITE 204, SUITE 204 - MOORESVILLE, NC 28117404-660-9020fundamentalglobal.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$525K - 11 part

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Retirement#001

FUNDAMENTAL GLOBAL MANAGEMENT, LLC 401(K) PL

401(k)

Assets$525K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FUNDAMENTAL GLOBAL MANAGEMENT, LLC 401(K) PL401(k)$525K112025
Retirement plans
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