AUMdb

First Realty Management Corp. 401(k) Plan

Sponsored by First Realty Management Corp. · EIN 042472333 · Plan #002

Total assets
$24.4M
Net assets
$24.4M
Active participants
216
With balances
265

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

Linked investment advisers

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

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $52,694
The Angell Pension Group Inc Other services, Other fees, Contract administrator $750
Global Retirement Partners Llc Investment advisory (participants), Other fees $0