Plan Snapshot
- Plan Sponsor: Firstgroup Services, INC.
- Sponsor EIN: 863006037
- Sponsor Address: 112 S. FRENCH STREET, WILMINGTON, DE, 19801
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $179.4M
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. |
|---|---|---|---|---|
| 2023 | 0 | $179.4M | $0 | $0 |
| 2022 | 22 | $252.4M | $6.7M | $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 |
|---|---|---|---|---|
| PIMCO | Other Service Provider | $573,225 | — | $573,225 |
| MERCER | Other Service Provider | $215,165 | — | $215,165 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $178,830 | — | $178,830 |
| AGILIS PARTNERS LLC | Other Service Provider | $175,700 | — | $175,700 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $123,500 | — | $123,500 |
| EMPLOYEE A | Recordkeeper | $92,227 | — | $92,227 |
| SEGAL COMPANY | Other Service Provider | $59,728 | — | $59,728 |
| US BANK | Recordkeeper | $51,952 | — | $51,952 |
| CLIFTONLARSONALLEN LLP | Auditor | $48,747 | — | $48,747 |
| EMPLOYEE B | Recordkeeper | $46,000 | — | $46,000 |
| EMPLOYEE C | Recordkeeper | $38,594 | — | $38,594 |
| R&R REALTY GROUP | Other Service Provider | $35,945 | — | $35,945 |
| BLAKE & UHLIG | Other Service Provider | $24,400 | — | $24,400 |
| EMPLOYEE D | Recordkeeper | $23,575 | — | $23,575 |
| EMPLOYEE E | Recordkeeper | $21,995 | — | $21,995 |
| QUADIENT FINANCE USA, INC. | Other Service Provider | $17,876 | — | $17,876 |
| ROBERT HALF | Other Service Provider | $11,694 | — | $11,694 |
| AUREON COMMUNICATIONS | Other Service Provider | $9,319 | — | $9,319 |
| CARTER PRINTING | Other Service Provider | $7,940 | — | $7,940 |
| QUADIENT LEASING USA INC | Other Service Provider | $7,487 | — | $7,487 |
| BANK OF AMERICA | Other Service Provider | $6,710 | — | $6,710 |
| SYSTEM DESIGN ASSOCIATES | Other Service Provider | $5,140 | — | $5,140 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- EMPLOYEE A — Recordkeeper
- US BANK — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- EMPLOYEE B — Recordkeeper
- EMPLOYEE C — Recordkeeper
- EMPLOYEE D — Recordkeeper
- EMPLOYEE E — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,775,749
- Estimated Expense Ratio: 0.990% 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 |
|---|---|---|---|---|---|
| 2023 | $3,350,529 | $1,270,770 | $12,915 | $48,747 | — |
| 2022 | $2,346,906 | $758,238 | — | — | $326,868 |