# Firstgroup America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/firstgroup-america-inc-401k-plan

> Firstgroup America, INC.'s 401(k) plan: 49,717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Firstgroup America, INC.

- **Sponsor EIN:** 522205403

- **Sponsor Address:** 191 ROSA PARKS ST FL 8, CINCINNATI, OH, 452022573

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

- **Total Participants:** 49,717

- **Total Assets:** $328.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|49,717|$328.2M|$6.5M|$26.1M|

| 2023|43,376|$303.6M|$6.3M|$24.0M|

| 2022|52,724|$308.4M|$7.7M|$30.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$124,454|—|$124,454|

| MORRIS, MANNING AND MARTIN|ATTORNEY/LEGAL|$68,142|—|$68,142|

| CAP FINANCIAL PARTNERS, LLC|INVESTMENT ADVISOR|$60,750|—|$60,750|

| EMPLOYEE BENEFIT SOLUTIONS|CONSULTANT|$38,388|—|$38,388|

| PLANTE MORAN|ACCOUNTANT/AUDITOR|$28,500|—|$28,500|

| PRINCIPAL FINANCIAL GROUP|RECORDKEEPER|$18,302|—|$18,302|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORRIS, MANNING AND MARTIN](https://planprovider.pro/provider/morris-manning-and-martin-llp) — ATTORNEY/LEGAL

- [PLANTE MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $338,536

- **Estimated Expense Ratio:** 0.103% 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|$936,156|$62,371|—|—|—|

| 2023|$932,800|$124,390|$755,300|—|—|

| 2022|$671,392|$72,530|$517,474|—|$81,388|

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

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