# First Mutual Holding Co. 401(k) Plan
Source: https://planprovider.pro/companies/first-mutual-holding-co-401k-plan

> First Mutual Holding Co.'s 401(k) plan: 449 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Mutual Holding Co.

- **Sponsor EIN:** 340220715

- **Sponsor Address:** 14806 DETROIT AVE, LAKEWOOD, OH, 44107

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

- **Total Participants:** 449

- **Total Assets:** $46.2M

## 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|449|$46.2M|$2.0M|$2.5M|

| 2023|463|$40.3M|$2.1M|$2.6M|

| 2022|474|$34.2M|$2.1M|$2.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$92,459|—|$92,459|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,163|—|$9,163|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,622

- **Estimated Expense Ratio:** 0.220% 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|$101,622|$9,163|—|—|—|

| 2023|$88,517|$7,588|—|—|—|

| 2022|$79,366|—|$79,366|—|—|

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