Civic Intelligence

Fundamental Advisors

Plan context: Fundamental Advisors LP 401(K) Plan

EIN 26-0161910 • New York, NY • 18 filings • 4 plans

745 5th Avenue, 30th FloorNew York, NY 10151
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$22,324,008

2024 Contributions

$2,066,999

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$22,324,008$11,162,004$0200820162024YearValue
$22,324,008Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

46230200720162024YearValue
45Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024145$22,324,008$2,066,999$45,933iApproximate average salary by contribution assumption: employee only about $1,148,333 at 4% or $765,555 at 6%; with 50% employer match about $765,555 at 4% or $510,370 at 6%; with 100% employer match about $574,166 at 4% or $382,778 at 6%.
Fundamental Advisors LP 401(K) Plan-45$22,324,008$2,066,999$45,933iApproximate average salary by contribution assumption: employee only about $1,148,333 at 4% or $765,555 at 6%; with 50% employer match about $765,555 at 4% or $510,370 at 6%; with 100% employer match about $574,166 at 4% or $382,778 at 6%.
2023146$17,452,603$2,016,318$43,833iApproximate average salary by contribution assumption: employee only about $1,095,825 at 4% or $730,550 at 6%; with 50% employer match about $730,550 at 4% or $487,033 at 6%; with 100% employer match about $547,913 at 4% or $365,275 at 6%.
Fundamental Advisors LP 401(K) Plan-46$17,452,603$2,016,318$43,833iApproximate average salary by contribution assumption: employee only about $1,095,825 at 4% or $730,550 at 6%; with 50% employer match about $730,550 at 4% or $487,033 at 6%; with 100% employer match about $547,913 at 4% or $365,275 at 6%.
2022141$12,916,223$2,044,793$49,873iApproximate average salary by contribution assumption: employee only about $1,246,825 at 4% or $831,217 at 6%; with 50% employer match about $831,217 at 4% or $554,144 at 6%; with 100% employer match about $623,413 at 4% or $415,608 at 6%.
Fundamental Advisors LP 401(K) Plan-41$12,916,223$2,044,793$49,873iApproximate average salary by contribution assumption: employee only about $1,246,825 at 4% or $831,217 at 6%; with 50% employer match about $831,217 at 4% or $554,144 at 6%; with 100% employer match about $623,413 at 4% or $415,608 at 6%.
2021141$14,911,168$1,499,007$36,561iApproximate average salary by contribution assumption: employee only about $914,029 at 4% or $609,352 at 6%; with 50% employer match about $609,352 at 4% or $406,235 at 6%; with 100% employer match about $457,014 at 4% or $304,676 at 6%.
Fundamental Advisors LP 401(K) Plan-41$14,911,168$1,499,007$36,561iApproximate average salary by contribution assumption: employee only about $914,029 at 4% or $609,352 at 6%; with 50% employer match about $609,352 at 4% or $406,235 at 6%; with 100% employer match about $457,014 at 4% or $304,676 at 6%.
2020131$11,552,541$1,565,178$50,490iApproximate average salary by contribution assumption: employee only about $1,262,240 at 4% or $841,494 at 6%; with 50% employer match about $841,494 at 4% or $560,996 at 6%; with 100% employer match about $631,120 at 4% or $420,747 at 6%.
Fundamental Advisors LP 401(K) Plan-31$11,552,541$1,565,178$50,490iApproximate average salary by contribution assumption: employee only about $1,262,240 at 4% or $841,494 at 6%; with 50% employer match about $841,494 at 4% or $560,996 at 6%; with 100% employer match about $631,120 at 4% or $420,747 at 6%.
2019142$10,821,797$1,499,930$35,713iApproximate average salary by contribution assumption: employee only about $892,815 at 4% or $595,210 at 6%; with 50% employer match about $595,210 at 4% or $396,807 at 6%; with 100% employer match about $446,408 at 4% or $297,605 at 6%.
Fundamental Advisors LP 401(K) Plan-42$10,821,797$1,499,930$35,713iApproximate average salary by contribution assumption: employee only about $892,815 at 4% or $595,210 at 6%; with 50% employer match about $595,210 at 4% or $396,807 at 6%; with 100% employer match about $446,408 at 4% or $297,605 at 6%.
2018140$7,749,023$1,477,907$36,948iApproximate average salary by contribution assumption: employee only about $923,692 at 4% or $615,795 at 6%; with 50% employer match about $615,795 at 4% or $410,530 at 6%; with 100% employer match about $461,846 at 4% or $307,897 at 6%.
Fundamental Advisors LP 401(K) Plan-40$7,749,023$1,477,907$36,948iApproximate average salary by contribution assumption: employee only about $923,692 at 4% or $615,795 at 6%; with 50% employer match about $615,795 at 4% or $410,530 at 6%; with 100% employer match about $461,846 at 4% or $307,897 at 6%.
2017136$7,065,767$1,001,929$27,831iApproximate average salary by contribution assumption: employee only about $695,784 at 4% or $463,856 at 6%; with 50% employer match about $463,856 at 4% or $309,237 at 6%; with 100% employer match about $347,892 at 4% or $231,928 at 6%.
Fundamental Advisors LP 401(K) Plan-36$7,065,767$1,001,929$27,831iApproximate average salary by contribution assumption: employee only about $695,784 at 4% or $463,856 at 6%; with 50% employer match about $463,856 at 4% or $309,237 at 6%; with 100% employer match about $347,892 at 4% or $231,928 at 6%.
2016135$4,936,430$1,028,736$29,392iApproximate average salary by contribution assumption: employee only about $734,811 at 4% or $489,874 at 6%; with 50% employer match about $489,874 at 4% or $326,583 at 6%; with 100% employer match about $367,406 at 4% or $244,937 at 6%.
Fundamental Advisors LP 401(K) Plan-35$4,936,430$1,028,736$29,392iApproximate average salary by contribution assumption: employee only about $734,811 at 4% or $489,874 at 6%; with 50% employer match about $489,874 at 4% or $326,583 at 6%; with 100% employer match about $367,406 at 4% or $244,937 at 6%.
2015138$3,849,724$1,080,521$28,435iApproximate average salary by contribution assumption: employee only about $710,869 at 4% or $473,913 at 6%; with 50% employer match about $473,913 at 4% or $315,942 at 6%; with 100% employer match about $355,435 at 4% or $236,956 at 6%.
Fundamental Advisors LP 401(K) Plan-38$3,849,724$1,080,521$28,435iApproximate average salary by contribution assumption: employee only about $710,869 at 4% or $473,913 at 6%; with 50% employer match about $473,913 at 4% or $315,942 at 6%; with 100% employer match about $355,435 at 4% or $236,956 at 6%.
2014134$3,390,069$772,767$22,728iApproximate average salary by contribution assumption: employee only about $568,211 at 4% or $378,807 at 6%; with 50% employer match about $378,807 at 4% or $252,538 at 6%; with 100% employer match about $284,106 at 4% or $189,404 at 6%.
Fundamental Advisors LP 401(K) Plan-34$3,390,069$772,767$22,728iApproximate average salary by contribution assumption: employee only about $568,211 at 4% or $378,807 at 6%; with 50% employer match about $378,807 at 4% or $252,538 at 6%; with 100% employer match about $284,106 at 4% or $189,404 at 6%.
2013127$2,535,612$530,004$19,630iApproximate average salary by contribution assumption: employee only about $490,744 at 4% or $327,163 at 6%; with 50% employer match about $327,163 at 4% or $218,109 at 6%; with 100% employer match about $245,372 at 4% or $163,581 at 6%.
Fundamental Advisors LP 401(K) Plan-27$2,535,612$530,004$19,630iApproximate average salary by contribution assumption: employee only about $490,744 at 4% or $327,163 at 6%; with 50% employer match about $327,163 at 4% or $218,109 at 6%; with 100% employer match about $245,372 at 4% or $163,581 at 6%.
2012117$1,623,926$554,335$32,608iApproximate average salary by contribution assumption: employee only about $815,199 at 4% or $543,466 at 6%; with 50% employer match about $543,466 at 4% or $362,310 at 6%; with 100% employer match about $407,599 at 4% or $271,733 at 6%.
Fundamental Advisors LP 401(K) Plan-17$1,623,926$554,335$32,608iApproximate average salary by contribution assumption: employee only about $815,199 at 4% or $543,466 at 6%; with 50% employer match about $543,466 at 4% or $362,310 at 6%; with 100% employer match about $407,599 at 4% or $271,733 at 6%.
2011119$1,129,851$427,344$22,492iApproximate average salary by contribution assumption: employee only about $562,295 at 4% or $374,863 at 6%; with 50% employer match about $374,863 at 4% or $249,909 at 6%; with 100% employer match about $281,147 at 4% or $187,432 at 6%.
Fundamental Advisors LP 401(K) Plan-19$1,129,851$427,344$22,492iApproximate average salary by contribution assumption: employee only about $562,295 at 4% or $374,863 at 6%; with 50% employer match about $374,863 at 4% or $249,909 at 6%; with 100% employer match about $281,147 at 4% or $187,432 at 6%.
2010117$1,227,153$256,897$15,112iApproximate average salary by contribution assumption: employee only about $377,790 at 4% or $251,860 at 6%; with 50% employer match about $251,860 at 4% or $167,907 at 6%; with 100% employer match about $188,895 at 4% or $125,930 at 6%.
Fundamental Advisors LP 401(K) Plan-17$1,227,153$256,897$15,112iApproximate average salary by contribution assumption: employee only about $377,790 at 4% or $251,860 at 6%; with 50% employer match about $251,860 at 4% or $167,907 at 6%; with 100% employer match about $188,895 at 4% or $125,930 at 6%.
2009113$865,734$436,802$33,600iApproximate average salary by contribution assumption: employee only about $840,004 at 4% or $560,003 at 6%; with 50% employer match about $560,003 at 4% or $373,335 at 6%; with 100% employer match about $420,002 at 4% or $280,001 at 6%.
Fundamental Advisors LP 401(K) Plan-13$865,734$436,802$33,600iApproximate average salary by contribution assumption: employee only about $840,004 at 4% or $560,003 at 6%; with 50% employer match about $560,003 at 4% or $373,335 at 6%; with 100% employer match about $420,002 at 4% or $280,001 at 6%.
2008110$363,597$267,085$26,709iApproximate average salary by contribution assumption: employee only about $667,713 at 4% or $445,142 at 6%; with 50% employer match about $445,142 at 4% or $296,761 at 6%; with 100% employer match about $333,856 at 4% or $222,571 at 6%.
Fundamental Advisors LP 401(K) Plan-10$363,597$267,085$26,709iApproximate average salary by contribution assumption: employee only about $667,713 at 4% or $445,142 at 6%; with 50% employer match about $445,142 at 4% or $296,761 at 6%; with 100% employer match about $333,856 at 4% or $222,571 at 6%.
200714$0$0-
Fundamental Advisors LP 401(K) Plan-4---