Plan Snapshot
- Plan Sponsor: Firstgroup America, INC.
- Sponsor EIN: 522205403
- Sponsor Address: 191 ROSA PARKS STREET, CINCINNATI, OH, 45202
- Plan Type: DB
- Total Participants: 125
- Total Assets: $93.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $93.8M | $766,403 | $0 |
| 2023 | 140 | $97.2M | $21.4M | $0 |
| 2022 | 201 | $79.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $215,248 | — | $215,248 |
| SLC CAPITAL MANAGEMENT (U.S.) LLC | NONE | $200,407 | — | $200,407 |
| AON CONSULTING, INC | NONE | $106,191 | — | $106,191 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $69,573 | — | $69,573 |
| CAPTRUST FINANCIAL ADVISORS, LLC. | NONE | $44,992 | — | $44,992 |
| PLANTE & MORAN, PLLC | Auditor | $29,000 | — | $29,000 |
| MORRIS MANNING & MARTIN | NONE | $29,000 | — | $29,000 |
| PNC BANK, NATIONAL ASSOCIATION | NONE | $26,548 | — | $26,548 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- AON CONSULTING, INC — NONE
- CAPTRUST FINANCIAL ADVISORS, LLC. — NONE
- PLANTE & MORAN, PLLC — Auditor
- MORRIS MANNING & MARTIN — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $720,959
- Estimated Expense Ratio: 0.768% 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 | $1,284,062 | $278,844 | $296,974 | $29,000 | — |
| 2023 | $1,837,539 | $140,534 | $289,373 | $2,000 | — |
| 2022 | $2,197,572 | $156,189 | — | — | $464,511 |