How big is First Trust Company, LLC's plan?

First Trust Company, LLC's plan reported $683K in assets and 11 participants for 2024.

Original filing (PDF)20250910145708NAL0021247841001

First Trust Company, LLC

Name: First Trust Company, LLC — First Trust Company, LLC, Form 5500 (2024)
Creator: First Trust Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Trust Company, LLC 401(k) Plan

401(k) retirement plan · First Trust Company, LLC's First Trust Company, LLC 401(k) Plan held $683K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

People on this filing

Joel Black signed First Trust Company, LLC's 2024 Form 5500 as plan administrator.

Joel Black — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Trust Company, LLC's EIN is 37-1800996.

EIN 37-1800996

Plan number 001

Plan year 2024

ACK ID 20250910145708NAL0021247841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Trust Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Trust Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST TRUST COMPANY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score