How big is First MILE Group, Inc.'s plan?

First MILE Group, Inc.'s plan reported $22.9M in assets and 237 participants for 2024.

Original filing (PDF)20251008130908NAL0005588049001

First MILE Group, Inc.

Name: First MILE Group, Inc. — Alloy 401(k) Plan, Form 5500 (2024)
Creator: First MILE Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alloy 401(k) Plan

401(k) retirement plan · First MILE Group, Inc.'s Alloy 401(k) Plan held $22.9M in plan assets for 237 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

29% in single holding

Active participants

237

Accounts w/ balance

304

Plan assets (EOY)

$22.9M

Net assets (EOY)

$22.9M

People on this filing

Karen JANG signed First MILE Group, Inc.'s 2024 Form 5500 as plan administrator.

Karen JANG — 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 MILE Group, Inc.'s EIN is 47-4492596.

EIN 47-4492596

Plan number 001

Plan year 2024

ACK ID 20251008130908NAL0005588049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First MILE Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

FIRST MILE GROUP, INC.

EIN

all filings

Address

41 E. 11TH STREET · 2ND FL · NEW YORK, NY · 10003

Phone

(844) 382-5569

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$41K	—

Investments

30 direct securities· $14.7M(64% of reported assets)

Common Collective Trusts

$9.7M

10 holdings

Mutual Funds

$3.7M

13 holdings

Other securities

$1.2M

5 holdings

Cash / Money Market

$112K

1 holding

Bonds / Notes

$55K

1 holding

					% of plan
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.3M	19.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.8M	12.2%
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.5M	6.7%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	5.3%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$1.1M	5.0%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$668K	2.9%
Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$624K	2.7%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$545K	2.4%
Fidelity International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$466K	2.0%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$207K	0.9%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$190K	0.8%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$140K	0.6%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$134K	0.6%
Gabelli U.S. Treasury Money Market Fund Class I Money Market Fund	Cash / Money Market	—	—	$112K	0.5%
MFS International Equity Fund Class R6 Mutual Fund	Mutual Funds	—	—	$91K	0.4%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$87K	0.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$76K	0.3%
PIMCO RAE US Small Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$74K	0.3%
Note receivable from participants 9.0% - 9.5%, Maturing 2029	Bonds / Notes	—	—	$55K	0.2%
American Funds The Bond Fund of America Class R-6 Mutual Fund	Mutual Funds	—	—	$50K	0.2%
Buffalo Small Cap Fund Institutional Class Mutual Fund	Other securities	—	—	$35K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$34K	0.1%
American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$33K	0.1%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$21K	<0.1%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$18K	<0.1%
Calvert US Large Cap Core Responsible Index Fund Class R6 Mutual Fund	Common Collective Trusts	—	—	$18K	<0.1%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	<0.1%
PGIM High Yield Fund- Class R6 Mutual Fund	Other securities	—	—	$11K	<0.1%
Principal MidCap Value Fund I Class R-6 Mutual Fund	Other securities	—	—	$10K	<0.1%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%