Plan Snapshot
- Plan Sponsor: First Book
- Sponsor EIN: 521779606
- Sponsor Address: 1319 F STREET NW, WASHINGTON, DC, 200041155
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $9.1M | $12,966 | $484,110 |
| 2023 | 81 | $8.4M | $338,736 | $448,189 |
| 2022 | 79 | $7.0M | $318,837 | $392,336 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $38,696 | $20,833 | $17,863 | — | — |
| 2023 | $27,809 | $17,989 | $9,820 | — | — |
| 2022 | $21,940 | $17,099 | $4,841 | — | — |