AUMdb

The First 401(k) Retirement Plan

Sponsored by For Inspiration & Recognition Of Science And Technology (First) · EIN 222990908 · Plan #001

Total assets
$26.0M
Net assets
$25.9M
Active participants
197
With balances
247

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,740