# Firstrust Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/firstrust-savings-bank-401k-plan

> Firstrust Savings Bank's 401(k) plan: 468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Firstrust Savings Bank

- **Sponsor EIN:** 230970971

- **Sponsor Address:** C/O HUMAN RESOURCES, HORSHAM, PA, 19044

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

- **Total Participants:** 468

- **Total Assets:** $83.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|468|$83.5M|$1.3M|$4.3M|

| 2023|466|$72.7M|$1.3M|$4.3M|

| 2022|468|$61.0M|$1.3M|$4.1M|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$80,004|—|$80,004|

| CAPFINANCIAL PARTNERS, LLC|RETAINED BY EMPLOYER|$40,012|—|$40,012|

| ISDANER & COMPANY, LLC|RETAINED BY EMPLOYER|$19,800|—|$19,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [ISDANER & COMPANY, LLC](https://planprovider.pro/provider/isdaner-and-company-llc) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,816

- **Estimated Expense Ratio:** 0.167% 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|$151,532|$51,632|$80,100|$19,800|—|

| 2023|$132,574|$31,714|$81,060|$19,800|—|

| 2022|$146,344|$12,600|$114,894|—|$18,850|

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