# Firstgroup America, INC. DB Plan
Source: https://planprovider.pro/companies/firstgroup-america-inc-plan-001

> Firstgroup America, INC.'s DB plan: 125 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 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [AON CONSULTING, INC](https://planprovider.pro/provider/alight-solutions) — NONE

- [CAPTRUST FINANCIAL ADVISORS, LLC.](https://planprovider.pro/provider/captrust) — NONE

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

- [MORRIS MANNING & MARTIN](https://planprovider.pro/provider/morris-manning-and-martin-llp) — 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|

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