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Original filing (PDF)20250910122836NAL0021175201001
FIRST REALTY MANAGEMENT CORP.
Form 5500
FILING_RECEIVED
FIRST REALTY MANAGEMENT CORP. 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
216
Accounts w/ balance
265
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Guaranteed Option Guaranteed account" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST REALTY MANAGEMENT CORP..
Plan sponsor
Name
FIRST REALTY MANAGEMENT CORP.
EIN
04-2472333
Address
151 TREMONT STREET · BOSTON, MA · 02111
Phone
(617) 423-7000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| THE ANGELL PENSION GROUP INC | 04-2530412 | — | CONTRACT ADMINISTRATOR | $750 | — |
Investments
24 direct securities · 2 pooled funds· $23.4M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.5M
24 holdings
Common Collective Trust
$893K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Guaranteed account | — | — | — | $7.1M | 29.2% | |
| Allspring Core Bond Institutional Fund Mutual fund | — | — | — | $2.6M | 10.8% | |
| American Funds US Government Security R6 Fund " | — | — | — | $2.5M | 10.3% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $1.8M | 7.4% | |
| Fidelity 500 Index Fund " | — | — | — | $1.6M | 6.4% | |
| Vanguard Equity-Income Admiral Fund " | — | — | — | $1.5M | 6.3% | |
| Fidelity Small Cap Index Fund " | — | — | — | $968K | 4.0% | |
| iShares MSCI EAFE International Index K Fund " | — | — | — | $945K | 3.9% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $893K | 3.7% | |
| American Funds New Perspective R6 Fund " | — | — | — | $887K | 3.6% | |
| MFS Mid-Cap Growth R6 Fund " | — | — | — | $529K | 2.2% | |
| T. Rowe Price Retirement 2035 I Fund " | — | — | — | $404K | 1.7% | |
| T. Rowe Price Retirement 2040 I Fund " | — | — | — | $321K | 1.3% | |
| T. Rowe Price Retirement 2025 I Fund " | — | — | — | $269K | 1.1% | |
| T. Rowe Price Retirement 2030 I Fund " | — | — | — | $226K | 0.9% | |
| T. Rowe Price Retirement 2045 I Fund " | — | — | — | $216K | 0.9% | |
| Cohen & Steers Real Estate Securities Z Fund " | — | — | — | $162K | 0.7% | |
| T. Rowe Price Retirement 2055 I Fund " | — | — | — | $111K | 0.5% | |
| T. Rowe Price Retirement 2020 I Fund " | — | — | — | $87K | 0.4% | |
| T. Rowe Price Retirement 2050 I Fund " | — | — | — | $80K | 0.3% | |
| T. Rowe Price Retirement 2060 I Fund " | — | — | — | $78K | 0.3% | |
| T. Rowe Price Retirement 2015 I Fund " | — | — | — | $25K | 0.1% | |
| T. Rowe Price Retirement 2065 I Fund " | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2010 I Fund " | — | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement 2005 I Fund " | — | — | — | $2K | <0.1% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $0 | <0.1% |
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