First 401(k) Plan
Sponsored by First Protocol, Inc. · EIN 201231125 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 491
- With balances
- 566
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | 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 | $123,778 |
| Dwc Erisa Consultants Llc | Contract administrator, Direct payment from the plan, Other services | $6,556 |
| Associated Pension Consultants | Contract administrator, Direct payment from the plan, Other services | $1,876 |
| Aurora Private Wealth, Inc. | Investment advisory (plan), Other fees | $0 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |