First Realty Management Co. , Inc. 401(k) Plan
Sponsored by First Realty Management Co., Inc. · EIN 264328600 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 86
- With balances
- 138
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 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $13,898 |
| Global Retirement Partners | Contract administrator, Investment advisory (participants), Recordkeeping | $10,602 |
| Sbfr Partners Llp | Accounting | $9,750 |
| Paychex, Inc. | Contract administrator, Investment advisory (participants), Recordkeeping | $8,448 |
| Erisa Fiduciary Services, Inc. | Contract administrator, Investment advisory (participants), Recordkeeping | $8,106 |
| Wellth Advisory Services, Llc | Contract administrator, Investment advisory (participants), Recordkeeping | $1,567 |