Plan Snapshot
- Plan Sponsor: First Reserve Corporation, L.L.C.
- Sponsor EIN: 800547662
- Sponsor Address: 262 HARBOR DRIVE, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 116
- Total Assets: $64.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 116 | $64.2M | $0 | $0 |
| 2024 | 46 | $56.6M | $0 | $590,104 |
| 2023 | 45 | $51.1M | $0 | $610,338 |
| 2022 | 47 | $46.0M | $0 | $586,890 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $27,500 | — | $27,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,500
- Estimated Expense Ratio: 0.043% 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 |
|---|---|---|---|---|---|
| 2025 | $2,461,057 | $9 | — | — | — |
| 2024 | $28,010 | — | — | — | — |
| 2023 | $30,243 | — | — | — | — |
| 2022 | $33,686 | — | — | — | — |