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Original filing (PDF)20251014080830NAL0002381313001
FIRSTSPEAR LLC
Form 5500
FILING_RECEIVED
FIRSTSPEAR LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
179
Accounts w/ balance
156
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTSPEAR LLC.
Plan sponsor
Name
FIRSTSPEAR LLC
EIN
27-3575440
Address
2015 CORPORATE 44 DR · FENTON, MO · 630262517
Phone
(314) 740-7336
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
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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