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Original filing (PDF)20250924093747NAL0007370481001
FIRST NATION GROUP LLC
Form 5500
FILING_RECEIVED
FIRST NATION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
127
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST NATION GROUP LLC.
Plan sponsor
Name
FIRST NATION GROUP LLC
EIN
46-1562844
Address
4566 E HIGHWAY 20 STE 208 · NICEVILLE, FL · 325788839
Phone
(850) 389-8461
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $10.7M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.1M | 17.9% | |
| Harbor Capital Appreciation Retirement | — | — | — | $1.4M | 12.4% | |
| The Hartford Total Return Bond Fund Class R6 * 986 Invesco Corporate Bond Fund Class R6 * 421 Pioneer Strategic Income Fund Class Y * 41 American Funds American Balanced R6 | — | — | — | $1.1M | 9.6% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $924K | 8.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $916K | 8.0% | |
| Dodge & Cox Income Fund | — | — | — | $604K | 5.3% | |
| Dodge & Cox Stock Fund | — | — | — | $491K | 4.3% | |
| Vanguard Short Term Federal Fund Investor Shares * 25 T. Rowe Price Retirement 2020 Fund | — | — | — | $328K | 2.9% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $308K | 2.7% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $283K | 2.5% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $258K | 2.3% | |
| Mid Atlantic Trust Company American Funds New Perspective Fund Class R-6 | — | — | — | $230K | 2.0% | |
| T. Rowe Price Retirement Balanced | — | — | — | $224K | 2.0% | |
| Fidelity Small Cap Index | — | — | — | $193K | 1.7% | |
| T. Rowe Price Integrated US Sm Gr Eq I | — | — | — | $184K | 1.6% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $178K | 1.6% | |
| Undiscovered Managers Behavioral Value Fund Class | — | — | — | $171K | 1.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $157K | 1.4% | |
| Participants Participant notes receivable bearing interest between 8.75 and 9.50 percent - | — | — | — | $147K | 1.3% | |
| American Funds Europacific Growth R6 | — | — | — | $143K | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $110K | 1.0% | |
| Fidelity U.S. Bond Index | — | — | — | $75K | 0.7% | |
| JHancock Disciplined Value Mid Cap I | — | — | — | $71K | 0.6% | |
| Fidelity Mid Cap Index | — | — | — | $53K | 0.5% | |
| Nuveen International Eq Idx R6 | — | — | — | $34K | 0.3% | |
| Cohen & Steers Realty Shares Z | — | — | — | $27K | 0.2% | |
| Mid Atlantic Trust Company Money market fund - Vanguard Federal Money Market Fund | — | — | — | $22K | 0.2% | |
| Guggenheim Limited Duration Instl | — | — | — | $11K | <0.1% |
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