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

> First Insurance Group LLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Insurance Group LLC

- **Sponsor EIN:** 710974968

- **Sponsor Address:** 14010 FNB PARKWAY, OMAHA, NE, 68154

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

- **Total Participants:** 129

- **Total Assets:** $29.4M

## 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|129|$29.4M|$436,082|$1.4M|

| 2023|147|$26.1M|$449,907|$1.5M|

| 2022|157|$22.5M|$400,016|$1.3M|

## 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|

| LUTZ & COMPANY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUTZ & COMPANY PC](https://planprovider.pro/provider/lutz-and-company-pc) — 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|$61,183|$41,472|$19,711|—|—|

| 2023|$56,897|$36,357|$20,540|—|—|

| 2022|$51,487|$33,187|$18,300|—|—|

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