First Student, Inc. Retirement Savings Plan
Sponsored by Firstgroup America, Inc. · EIN 522205403 · Plan #002
- Total assets
- $328M
- Net assets
- $328M
- Active participants
- 49,717
- With balances
- 11,465
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $124,454 |
| Morris, Manning And Martin | Legal | $68,142 |
| Cap Financial Partners, Llc | Investment advisory (plan) | $60,750 |
| Employee Benefit Solutions | Consulting (general) | $38,388 |
| Plante Moran | Other services | $28,500 |
| Principal Financial Group | Other services | $18,302 |