Back to filter
Original filing (PDF)20251008182627NAL0014037586001
FIRST PRIORITY MANAGEMENT SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
FIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 PRIORITY MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
FIRST PRIORITY MANAGEMENT SERVICES, LLC
EIN
27-3360150
Address
21031 VENTURA BLVD, STE 700 · WOODLAND HILLS, CA · 91364
Phone
(818) 596-0900
Industry
Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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 Professional & Technical Services plans
HUDSON INSTITUTE OF PROCESS RESE
HUDSON INSTITUTE OF PROCESS RESEARCH INCORPORATED
$1.3M · 20 participants
SCHOOL SITE SOLUTIONS INC
SCHOOL SITE SOLUTIONS INC 401K PROFIT SHARING PLAN
$1.3M · 1 participants
ROEL CAMPOS CONSULTING & INVESTING, INC.
ROEL CAMPOS CONSULTING & INVESTING, INC. CASH BALANCE PLAN
$1.3M · 3 participants
PROSOLUTIONS, LLC
PROSOLUTIONS, LLC 401(K) PLAN
$1.3M · 10 participants
TCD-ERP CONSULTING LLC
TCD-ERP CONSULTING LLC 401(K) PLAN
$1.3M · 4 participants
BEHR COMMUNICATIONS, INC.
BEHR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 2 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