Plan Snapshot
- Plan Sponsor: First Eagle Investment Management, LLC
- Sponsor EIN: 571156902
- Sponsor Address: 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
- Plan Type: 401(k)
- Total Participants: 584
- Total Assets: $216.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 584 | $216.6M | $7.9M | $13.1M |
| 2023 | 586 | $176.7M | $7.5M | $11.7M |
| 2022 | 559 | $136.2M | $6.3M | $8.4M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $8,738 | $5,718 | — | — | — |
| 2023 | $15,703 | $12,893 | — | — | — |
| 2022 | $13,093 | $10,623 | — | — | — |