# First Realty Management Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/first-realty-management-inc-401k-plan

> First Realty Management Co., INC.'s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Realty Management Co., INC.

- **Sponsor EIN:** 264328600

- **Sponsor Address:** 301 EXCHANGE BLVD. #200, ROCHESTER, NY, 14608

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

- **Total Participants:** 86

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|86|$6.5M|$75,616|$533,190|

| 2023|104|$5.7M|$89,560|$578,447|

| 2022|111|$4.5M|$88,709|$563,460|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$13,898|—|$13,898|

| GLOBAL RETIREMENT PARTNERS|ADVISOR|$10,602|—|$10,602|

| SBFR PARTNERS LLP|AUDITOR|$9,750|—|$9,750|

| PAYCHEX, INC.|RECORDKEEPER|$8,448|—|$8,448|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$8,106|—|$8,106|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,804

- **Estimated Expense Ratio:** 0.781% 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|$52,371|$12,169|$15,991|$9,750|—|

| 2023|$56,857|$19,954|$27,043|—|—|

| 2022|$44,521|$20,321|$22,093|—|$2,107|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-realty-management-inc-401k-plan)

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