First Step 401(k) Retirement Savings Plan & Trust
Sponsored by First Step, Inc. · EIN 710307372 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 563
- With balances
- 392
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $86,862 |
| Prime Capital Investment Advisors L | Investment advisory (plan) | $10,907 |
| Fidelity Investments Institutional | Recordkeeping fees | $7,832 |