Plan Snapshot
- Plan Sponsor: Firstgroup Services, INC.
- Sponsor EIN: 863006037
- Sponsor Address: 112 S. FRENCH STREET, WILMINGTON, DE, 19801
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $5.3M | $0 |
| 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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $95,376 | — | $95,376 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,376
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 | $1,920,720 | $722,826 | $4,937 | $95,376 | — |
| 2023 | $3,350,529 | $1,270,770 | $12,915 | $48,747 | — |
| 2022 | $2,346,906 | $758,238 | — | — | $326,868 |