How big is First Equity Management, LC's plan?

First Equity Management, LC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250718125744NAL0000840019001

First Equity Management, LC

Name: First Equity Management, LC — First Equity/GFS, Form 5500 (2024)
Creator: First Equity Management, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Equity/GFS Retirement Plan

401(k) retirement plan · First Equity Management, LC's First Equity/GFS Retirement Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

First Equity Management, LC's EIN is 42-1481704.

EIN 42-1481704

Plan number 002

Plan year 2024

ACK ID 20250718125744NAL0000840019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Equity Management, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Equity Management, LC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 EQUITY MANAGEMENT, LC.

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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