FGMK, LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+1 YoYRank #904 of mapped providers
Assets under administration$6.4B0.0%Market share · rank #1616
Fees received$405,527Median $21,458/planSum across Schedule C direct + indirect
Net wins YoY+26 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FGMK, LLC plan look like?
Service mix · median fees per plan
Count of plans where FGMK, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 15 | $21,458 |
Competitor overlap
Percent of FGMK, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FGMK, LLC.
| Sponsor | From | Assets |
|---|---|---|
HNI CORPORATIONIA · 420617510-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.5B |
BAIRD & WARNER, INC.IL · 363916731-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $45M |
PADAGIS, LLCMI · 870887102-001 | THE VANGUARD GROUP, INC. | $37M |
FUSION RISK MANAGEMENT, INCIL · 204772630-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $24M |
HNI CORPORATIONIA · 420617510-014 | BAKER TILLY US, LLP | $6M |
Plans lost in 2024
Appeared last year under FGMK, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUE WORLD HOLDINGS LLCNJ · 711013026-001 | T ROWE PRICE RPS INC | $48M |
CLOVER ENVIRONMENTAL SOLUTIONS LLCIL · 364375236-001 | PRINCIPAL LIFE INSURANCE COMPANY | $46M |
L2 MANAGEMENT LLCIL · 272184902-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ARTHUR J. GALLAGHER (ILLINIOS), LLC.IL · 362481781-001 | $3.9B | 29,898 | $57,013 | 10y | - |
HNI CORPORATIONIA · 420617510-001 | $1.5B | 11,042 | $68,000 | 1y | 2 |
ARTHUR J. GALLAGHER (ILLINOIS), LLCIL · 362481781-002 | $313M | 5,137 | $32,614 | 10y | - |
EXP U.S. SERVICES, INC.IL · 460523964-002 | $231M | 1,591 | $15,769 | 9y | 1 |
THE PEPPER COMPANIES, INC.IL · 363337997-003 | $165M | 1,134 | $24,614 | 7y | - |
BOARD OF TRUSTEES STUDIO MECHANICS LOCAL 476 IATSE RETIREMENIL · 366552588-001 | $103M | 1,674 | $21,458 | 10y | - |
BAIRD & WARNER, INC.IL · 363916731-002 | $45M | 534 | $10,000 | 1y | - |
BOARD OF TRUSTEES STUDIO MECHANICS LOCAL 476 ANNUITY FUNDIL · 363828094-002 | $41M | 2,721 | $12,665 | 10y | - |
PADAGIS, LLCMI · 870887102-001 | $37M | 568 | $5,400 | 1y | - |
BISCO, INC.IL · 363133491-001 | $27M | 183 | $18,864 | 6y | - |
Flag exposure
73.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into FGMK, LLC.
- FGMK
- FGMK LLC
- FGMK LLC,
- FGMK PRESERVATION CAPITAL, LLC
- FGMK, LLC
- FGMK,LLC
- FGML, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FGMK, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 6.67% | 7.76% | -1.10 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 13.33% | 1.76% | +11.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FGMK, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).