# First Rate, INC. DC Plan
Source: https://planprovider.pro/companies/first-rate-inc-plan

> First Rate, INC.'s DC plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Rate, INC.

- **Sponsor EIN:** 752391523

- **Sponsor Address:** 1903 ASCENSION BLVD., ARLINGTON, TX, 76006

- **Plan Type:** DC

- **Total Participants:** 91

- **Total Assets:** $31.9M

## 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|91|$31.9M|$1.1M|$842,490|

| 2023|78|$28.9M|$1.1M|$762,669|

| 2022|68|$25.8M|$988,973|$727,752|

## 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|

| SUTTON FROST CARY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SUTTON FROST CARY LLP](https://planprovider.pro/provider/sutton-frost-cary-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|$2,980|—|—|—|—|

| 2023|$10,359|—|$7,719|—|—|

| 2022|$1,685|—|$1,685|—|—|

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