# Firstkey Homes LLC 401(k) Plan
Source: https://planprovider.pro/companies/firstkey-homes-llc-401k-plan

> Firstkey Homes LLC's 401(k) plan: 836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Firstkey Homes LLC

- **Sponsor EIN:** 611766648

- **Sponsor Address:** 600 GALLERIA PARKWAY, SUITE 300, ATLANTA, GA, 30339

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

- **Total Participants:** 836

- **Total Assets:** $28.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|836|$28.2M|$2.2M|$4.3M|

| 2023|740|$21.0M|$2.3M|$4.2M|

| 2022|877|$14.3M|$2.1M|$4.0M|

## 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|$71,527|—|$71,527|

| STRATEGIC ADVISORS, INC.|ADVISOR|$22,101|—|$22,101|

| SMITH AND HOWARD PC|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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,628

- **Estimated Expense Ratio:** 0.331% 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|$93,628|$22,101|—|—|—|

| 2023|$101,841|$36,739|—|—|—|

| 2022|$63,625|$9,575|—|—|—|

## Similar Plans

- [First Communities Management, INC.](https://planprovider.pro/companies/first-communities-management-inc-401k-plan) — 852 participants

- [Rangewater Real Estate, LLC](https://planprovider.pro/companies/rangewater-real-estate-llc-401k-plan) — 1,270 participants

- [Walton Communities, LLC](https://planprovider.pro/companies/walton-communities-llc-401k-plan) — 339 participants

- [Intown Lessee Services, LLC](https://planprovider.pro/companies/intown-lessee-services-llc-401k-plan) — 1,418 participants

- [Ram Partners, LLC](https://planprovider.pro/companies/ram-partners-llc-401k-plan) — 1,941 participants

- [Cortland Holdings, LLC](https://planprovider.pro/companies/cortland-holdings-llc-401k-plan) — 2,381 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/firstkey-homes-llc-401k-plan)

© 2026 PlanProvider.Pro