Back to filter
Original filing (PDF)20250501181123NAL0002248899001
FIRST CORPORATE SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
FIRST CORPORATE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
69
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST CORPORATE SOLUTIONS, INC..
Plan sponsor
Name
FIRST CORPORATE SOLUTIONS, INC.
EIN
20-1937160
Address
914 S STREET · SACRAMENTO, CA · 95811
Phone
(916) 313-8908
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
LO INC DBA RELIANCE MORTGAGE INC
LO, INC. 401(K)/PROFIT SHARING PLAN
$6.1M · 20 participants
COLUMBIA CAPITAL II INC.
COLUMBIA CAPITAL CO. PROFIT SHARING PLAN
$6.1M · 3 participants
RF RENOVO MANAGEMENT COMPANY LLC
RF RENOVO MANAGEMENT COMPANY, LLC 401(K) PLAN
$6.1M · 231 participants
IFREEDOM DIRECT CORPORATION
IFREEDOM DIRECT CORPORATION 401(K) SAVINGS PLAN & TRUST
$6.0M · 55 participants
M. ROBERT GOLDMAN & COMPANY, INC.
MRG EMPLOYEE RETIREMENT & SAVINGS PLAN AND TRUST
$6.0M · 8 participants
NEW FED MORTGAGE CORP.
NEWFED MORTGAGE CORP. 401(K) PLAN
$6.0M · 98 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
