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Original filing (PDF)20251008130908NAL0005588049001
FIRST MILE GROUP, INC.
Form 5500
FILING_RECEIVED
ALLOY 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
237
Accounts w/ balance
304
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Value Mutual funds * Fidelity Total Market Index Fund Mutual Fund" is 36% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST MILE GROUP, INC..
Plan sponsor
Name
FIRST MILE GROUP, INC.
EIN
47-4492596
Address
41 E. 11TH STREET · 2ND FL · NEW YORK, NY · 10003
Phone
(844) 382-5569
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-08
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)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $41K | — |
Investments
31 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity Total Market Index Fund Mutual Fund | — | — | — | $8.1M | 35.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $4.3M | 19.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.8M | 12.2% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.5M | 6.7% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.2M | 5.3% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $1.1M | 5.0% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $668K | 2.9% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $624K | 2.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $545K | 2.4% | |
| Fidelity International Bond Index Fund Mutual Fund | — | — | — | $466K | 2.0% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $207K | 0.9% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $190K | 0.8% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $140K | 0.6% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $134K | 0.6% | |
| Gabelli U.S. Treasury Money Market Fund Class I Money Market Fund | — | — | — | $112K | 0.5% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $91K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $87K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $76K | 0.3% | |
| PIMCO RAE US Small Fund Institutional Class Mutual Fund | — | — | — | $74K | 0.3% | |
| Note receivable from participants 9.0% - 9.5%, Maturing 2029 | — | — | — | $55K | 0.2% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $50K | 0.2% | |
| Buffalo Small Cap Fund Institutional Class Mutual Fund | — | — | — | $35K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $34K | 0.1% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $33K | 0.1% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $21K | <0.1% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $18K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Class R6 Mutual Fund | — | — | — | $18K | <0.1% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $11K | <0.1% | |
| Principal MidCap Value Fund I Class R-6 Mutual Fund | — | — | — | $10K | <0.1% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $2K | <0.1% |
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