AUMdb

First Co. 401(k) Retirement Plan

Sponsored by First Co. · EIN 751232784 · Plan #001

Total assets
$25.8M
Net assets
$25.8M
Active participants
505
With balances
426

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
Prospera Financial Services, Inc. CRD 10740 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proaccount Investment advisory (participants) $62,344
Nationwide Recordkeeping, Custodial (securities) $30,967
Cecilco Consulting (pension), Contract administrator $8,242
Prospera Financial Services, Inc Investment advisory (plan), Investment management fees (indirect) $0
Robert Cecil Jr Investment advisory (participants) $0