Fundamental Retirement Savings Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 20-4005037
- Participants (2024)
- 11,969
- Net assets (2024)
- $122 million
- Recordkeeper
- Fidelity2009–2024
- Plan administrator
- Hunt Valley Holdings LLC
920 Ridgebrook Road
Sparks, MD 21152
(410) 773-2201As filed for 2024 - In effect since
- January 1, 1993
Earlier sponsor: Fundamental Long Term Care Holdings, LLC (2009–2013).
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 11,969 | $122 million | Fidelity |
| 2023 | 11,866 | $112 million | Fidelity |
| 2022 | 10,223 | $98.6 million | Fidelity |
| 2021 | 10,781 | $115 million | Fidelity |
| 2020 | 10,000 | $99.0 million | Fidelity |
| 2019 | 11,043 | $88.8 million | Fidelity |
| 2018 | 13,000 | $76.5 million | Fidelity |
| 2017 | 17,137 | $80.7 million | Fidelity |
| 2016 | 13,155 | $69.2 million | Fidelity |
| 2015 | 11,791 | $65.1 million | Fidelity |
| 2014 | 11,310 | $67.0 million | Fidelity |
| 2013 | 10,609 | $69.7 million | Fidelity |
| 2012 | 11,609 | $59.3 million | Fidelity |
| 2011 | 12,093 | $52.3 million | Fidelity |
| 2010 | 13,887 | $51.3 million | Fidelity |
| 2009 | 11,990 | $45.3 million | Fidelity |