# First Help Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/first-help-financial-llc-401k-plan

> First Help Financial, LLC's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Help Financial, LLC

- **Sponsor EIN:** 383739185

- **Sponsor Address:** 160 GOULD STREET, SUITE 100, NEEDHAM, MA, 02494

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

- **Total Participants:** 379

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|379|$12.4M|$652,655|$1.1M|

| 2023|298|$9.6M|$486,370|$933,611|

| 2022|236|$8.0M|$485,284|$946,635|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$26,146|—|$26,146|

| EMPOWER ANNUITY INS. CO OF AMERICA|RECORDKEEPER|$25,073|—|$25,073|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$12,589|—|$12,589|

| THE ANGELL PENSION GROUP INC|CONTRACT ADMIN|—|$5,520|$5,520|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,328

- **Estimated Expense Ratio:** 0.558% 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|$59,348|—|—|—|—|

| 2023|$48,817|$29,211|$19,606|—|—|

| 2022|$43,894|$26,530|$17,364|—|—|

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