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Original filing (PDF)20251006162056NAL0006614320001
FIRST MUTUAL HOLDING CO.
Form 5500
FILING_RECEIVED
FIRST MUTUAL HOLDING CO. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
449
Accounts w/ balance
529
Plan assets (EOY)
$46.2M
Net assets (EOY)
$46.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST MUTUAL HOLDING CO..
Plan sponsor
Name
FIRST MUTUAL HOLDING CO.
EIN
34-0220715
Address
14806 DETROIT AVE · LAKEWOOD, OH · 44107
Phone
(216) 529-2615
Industry
Finance & Insurancesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $92K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
Investments
27 direct securities · 4 pooled funds· $50.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$45.5M
27 holdings
Common Collective Trust
$4.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC | — | — | — | $6.1M | 13.2% | |
| Empower Trust Company, LLC | — | — | — | $5.7M | 12.3% | |
| Empower Trust Company, LLC | — | — | — | $4.6M | 9.9% | |
| Empower Trust Company, LLC | — | — | — | $3.9M | 8.4% | |
| Empower Trust Company, LLC | — | — | — | $3.1M | 6.8% | |
| Empower Annuity Insurance Company | — | — | — | $2.3M | 5.0% | |
| Empower Trust Company, LLC | — | — | — | $1.9M | 4.0% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.9M | 4.0% | |
| Empower Trust Company, LLC | — | — | — | $1.8M | 4.0% | |
| Empower Trust Company, LLC | — | — | — | $1.8M | 3.8% | |
| Empower Trust Company, LLC | — | — | — | $1.6M | 3.5% | |
| Empower Trust Company, LLC | — | — | — | $1.4M | 2.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.9% | |
| Empower Trust Company, LLC | — | — | — | $1.4M | 2.9% | |
| Empower Trust Company, LLC | — | — | — | $1.3M | 2.9% | |
| Empower Trust Company, LLC | — | — | — | $1.3M | 2.9% | |
| Empower Trust Company, LLC | — | — | — | $1.1M | 2.3% | |
| Empower Trust Company, LLC | — | — | — | $1.1M | 2.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| Empower Trust Company, LLC | — | — | — | $1.0M | 2.2% | |
| Notes Receivable from Participants, Net of Deemed Distributions | — | — | — | $714K | 1.5% | |
| Empower Trust Company, LLC | — | — | — | $641K | 1.4% | |
| Empower Trust Company, LLC | — | — | — | $602K | 1.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $602K | 1.3% | |
| Empower Trust Company, LLC | — | — | — | $523K | 1.1% | |
| Empower Trust Company, LLC | — | — | — | $511K | 1.1% | |
| Empower Trust Company, LLC | — | — | — | $464K | 1.0% | |
| Empower Trust Company, LLC | — | — | — | $391K | 0.8% | |
| Empower Trust Company, LLC | — | — | — | $211K | 0.5% | |
| Empower Trust Company, LLC | — | — | — | $100K | 0.2% | |
| Empower Trust Company, LLC | — | — | — | $12K | <0.1% |
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