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Original filing (PDF)20240110065722NAL0019387426001
FIRCROFT, INC.
Form 5500
FILING_RECEIVED
FIRCROFT INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.8 mo~82 bps in Sched C fees
Active participants
48
Accounts w/ balance
178
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
93
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.8 months past the 10.5-month grace window.
- 82 bps in Schedule C fees — 183% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRCROFT, INC..
Plan sponsor
Name
FIRCROFT, INC.
EIN
20-1098928
Address
ONE MEMORIAL CITY PLAZA · 800 GESSNER RD, SUITE 800 · HOUSTON, TX · 77024
Phone
(346) 396-4065
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-01-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALVIN MARTIN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | CUSTODIAN | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL ASSET MGMT, INC. | 74-2009441 | — | TPA | $83K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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