Original filing (PDF)20251015155210NAL0002585539001

FIRST FINANCIAL RESOURCES, INC.

Name: FIRST FINANCIAL RESOURCES, INC. — FIRST FINANCIAL RESOURCES, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: FIRST FINANCIAL RESOURCES, INC.

Form 5500

FILING_RECEIVED

FIRST FINANCIAL RESOURCES, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

1 failed disclosure100% in single holding

Active participants

243

Accounts w/ balance

419

Plan assets (EOY)

$35.4M

Net assets (EOY)

$35.4M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Top holding "[DFE: FA STABLE VALUE I (no filing on disk)]" is 100% of plan.

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST FINANCIAL RESOURCES, INC..

Plan sponsor

Name

FIRST FINANCIAL RESOURCES, INC.

EIN

37-0638031

Address

611 KIMBERLY DRIVE · DENTON, TX · 76208

Phone

(940) 387-0099

Industry

All Other Professional Services· 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

2025-10-15

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CAPITAL ACCOUNTING & AUDIT LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STIFEL NICOLAUS & CO INC	43-0538770	—	ADVISOR	$0	—
PARK AVENUE SECURITIES	13-4023176	—	ADVISOR	$0	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $257K(1% 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.