Plan Snapshot
- Plan Sponsor: Republic First Bank
- Sponsor EIN: 232479933
- Sponsor Address: 600 NORTH PEARL STREET,, DALLAS, TX, 75201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $36.3M | $488,185 | $933,120 |
| 2023 | 439 | $40.6M | $1.4M | $2.8M |
| 2022 | 567 | $36.1M | $1.5M | $3.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. CO. U.S.A. | Recordkeeper | $39,843 | — | $39,843 |
| LEVY WEALTH MANAGEMENT GROUP, LLC | Investment Advisor | $22,500 | — | $22,500 |
| THE PARAGON ALLIANCE GROUP, LLC | Recordkeeper | $20,042 | — | $20,042 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INS. CO. U.S.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,385
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 |
|---|---|---|---|---|---|
| 2025 | $37,066,454 | — | $76,514 | — | — |
| 2024 | $91,262 | — | $91,262 | — | — |
| 2023 | $130,984 | $5,995 | $124,989 | — | — |
| 2022 | $133,190 | — | — | — | $133,190 |