Plan Snapshot
- Plan Sponsor: Alm First Group, LLC
- Sponsor EIN: 832434870
- Sponsor Address: 3800 MAPLE AVENUE, SUITE 600, DALLAS, TX, 75219
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 171
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 171 | $25.0M | $0 | $0 |
| 2024 | 144 | $18.7M | $774,797 | $1.4M |
| 2023 | 126 | $13.5M | $606,214 | $1.2M |
| 2022 | 112 | $9.8M | $486,911 | $911,091 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GT REILLY AND COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $213,642 | — | — | — | — |
| 2024 | $312,670 | — | — | — | — |
| 2023 | $546,218 | — | — | — | — |
| 2022 | $193,019 | — | — | — | — |