Curry Vogelsang signed First Financial Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Financial Resources, Inc.'s EIN is 37-0638031.
Download the official 2024 Form 5500 (PDF) for First Financial Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Financial Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | 43-0538770 | — | ADVISOR | $0 | — |
| PARK AVENUE SECURITIES |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $28.2M | 79.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $6.1M | 17.2% | |
| [Assets held in participant loans] | Other | — | — | $663K | 1.9% | |
| [Assets held in common collective trust] | Other | — | — | $257K | 0.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $257K | 0.7% |
| 13-4023176 |
| — |
| ADVISOR |
| $0 |
| — |
