# First Brands Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/first-brands-group-llc-401k-plan

> First Brands Group, LLC's 401(k) plan: 6,024 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Brands Group, LLC

- **Sponsor EIN:** 462872032

- **Sponsor Address:** 127 PUBLIC SQUARE SUITE 5300, CLEVELAND, OH, 44114

- **Plan Type:** 401(k)

- **Total Participants:** 6,024

- **Total Assets:** $302.9M

## 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|6,024|$302.9M|$489,752|$6.2M|

| 2023|1,317|$54.4M|$347,712|$4.1M|

| 2022|1,152|$42.2M|$189,305|$3.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$158,684|—|$158,684|

| CBIZ INVESTMENT ADVISORY SERVICES L|ADVISOR / INVESTMENT ADVISOR|$113,033|—|$113,033|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$42,685|—|$42,685|

| BANK OF AMERICA NA|OTHER|$39,281|—|$39,281|

| BOBER MARKEY FEDOROVICH|ACCOUNTANT/AUDITO R|$27,000|—|$27,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,248|—|$18,248|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOBER MARKEY FEDOROVICH](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — ACCOUNTANT/AUDITO R

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $398,931

- **Estimated Expense Ratio:** 0.132% of plan assets

### 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|$387,576|$131,281|—|$27,000|—|

| 2023|$258,311|$89,224|$1,800|$27,500|—|

| 2022|$263,062|$11,523|—|—|—|

## Similar Plans

- [Dana Limited](https://planprovider.pro/companies/dana-limited-401k-plan-106) — 5,873 participants

- [Eaton Corporation](https://planprovider.pro/companies/eaton-corporation-plan-029) — 7,799 participants

- [Eaton Corporation](https://planprovider.pro/companies/eaton-corporation-401k-plan-162) — 3,435 participants

- [Ts Tech Americas, INC.](https://planprovider.pro/companies/ts-tech-americas-inc-401k-plan) — 2,728 participants

- [Dana Limited](https://planprovider.pro/companies/dana-limited-401k-plan-147) — 2,537 participants

- [F & P America Manufacturing, INC.](https://planprovider.pro/companies/f-p-america-manufacturing-inc-401k-plan) — 1,776 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-brands-group-llc-401k-plan)

© 2026 PlanProvider.Pro