# Republic First Bank 401(k) Plan
Source: https://planprovider.pro/companies/republic-first-bank-401k-plan

> Republic First Bank's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Republic First Bank

- **Sponsor EIN:** 232479933

- **Sponsor Address:** 600 NORTH PEARL STREET,, DALLAS, TX, 75201

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

- **Total Participants:** 0

- **Total Assets:** $36.3M

## 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|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|THIRD PARTY ADMINISTRATO|$20,042|—|$20,042|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INS. CO. U.S.A.](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,385

- **Estimated Expense Ratio:** 0.227% 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|$91,262|—|$91,262|—|—|

| 2023|$130,984|$5,995|$124,989|—|—|

| 2022|$133,190|—|—|—|$133,190|

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