Plan Snapshot
- Plan Sponsor: First Nation Group LLC
- Sponsor EIN: 461562844
- Sponsor Address: 4566 E HIGHWAY 20 STE 208, NICEVILLE, FL, 325788839
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 103 | $11.4M | $407,976 | $985,639 |
| 2023 | 96 | $9.3M | $359,177 | $806,446 |
| 2022 | 90 | $7.5M | $324,077 | $777,904 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $2,214 | — | $1,354 | — | — |
| 2023 | $2,775 | — | $1,914 | — | — |
| 2022 | $6,212 | — | $6,212 | — | — |