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Original filing (PDF)20251015132322NAL0002359715001
FIRETREE LTD.
Form 5500
FILING_RECEIVED
FIRETREE LTD. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
203
Accounts w/ balance
241
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRETREE LTD..
Plan sponsor
Name
FIRETREE LTD.
EIN
23-2628605
Address
800 WEST 4TH STREET · WILLIAMSPORT, PA · 17701
Phone
(570) 601-0877
Industry
Health Care & Social Assistancesee 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
2025-10-15
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
GEARHART WIENECKE & VERRASTRO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
| M AND T BANK NATIONAL ASSOC | 16-1486454 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $11.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.0M
27 holdings
Pooled Separate Account
$5.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.7M | 88.9% | |
| FIDELITY 500 INDEX MUTUAL FUND SHARES 0 | — | — | — | $814K | 12.6% | |
| T. ROWE PRICE TROWEPRICE RET 2025 I MUTUAL FUND SHARES 0 | — | — | — | $490K | 7.6% | |
| T. ROWE PRICE TROWEPRICE RET 2025 R MUTUAL FUND SHARES 0 710 T. ROWE PRICE TROWEPRICE RET 2030 I MUTUAL FUND SHARES 0 | — | — | — | $474K | 7.3% | |
| T. ROWE PRICE TROWEPRICE RET 2035 I MUTUAL FUND SHARES 0 | — | — | — | $471K | 7.3% | |
| T. ROWE PRICE TROWEPRICE RET 2055 I MUTUAL FUND SHARES 0 | — | — | — | $382K | 5.9% | |
| VANGUARD US GROWTH ADM MUTUAL FUND SHARES 0 | — | — | — | $356K | 5.5% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $337K | 5.2% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $317K | 4.9% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | — | — | — | $304K | 4.7% | |
| T. ROWE PRICE TROWEPRICE RET 2060 I MUTUAL FUND SHARES 0 | — | — | — | $246K | 3.8% | |
| T. ROWE PRICE TROWEPRICE RET 2045 I MUTUAL FUND SHARES 0 | — | — | — | $242K | 3.8% | |
| FIDELITY ADV INT CAP APP Z MUTUAL FUND SHARES 0 | — | — | — | $226K | 3.5% | |
| PARTICIPANTS LOANS 4.5% TO 4.5% 0 | — | — | — | $211K | 3.3% | |
| FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0 | — | — | — | $211K | 3.3% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0 | — | — | — | $183K | 2.8% | |
| AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $177K | 2.7% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $101K | 1.6% | |
| T. ROWE PRICE TROWEPRICE RET 2050 I MUTUAL FUND SHARES 0 | — | — | — | $85K | 1.3% | |
| T. ROWE PRICE TROWEPRICE RET 2020 I MUTUAL FUND SHARES 0 | — | — | — | $64K | 1.0% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $61K | 0.9% | |
| THORNBURG LTD TERM INC R6 MUTUAL FUND SHARES 0 | — | — | — | $59K | 0.9% | |
| T. ROWE PRICE TROWEPRICE RET 2065 I MUTUAL FUND SHARES 0 | — | — | — | $45K | 0.7% | |
| T. ROWE PRICE TROWEPRICE RET 2005 I MUTUAL FUND SHARES 0 298 T. ROWE PRICE TROWEPRICE RET 2015 I MUTUAL FUND SHARES 0 | — | — | — | $40K | 0.6% | |
| VANGUARD SMCAP VALUE IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $38K | 0.6% | |
| INVESCO DIVERSIFIED DIV R6 MUTUAL FUND SHARES 0 | — | — | — | $16K | 0.3% | |
| DEUTSCHE DWS RREEF REAL ESTATE SEC R6 MUTUAL FUND SHARES 0 | — | — | — | $14K | 0.2% | |
| DEUTSCHE DWS RREEF REAL ASSETS R6 MUTUAL FUND SHARES 0 | — | — | — | $8K | 0.1% |