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Original filing (PDF)20251015120929NAL0004803057001
IMAGE FIRST HOLDINGS, LLC
Form 5500
FILING_RECEIVED
IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,934
Accounts w/ balance
4,334
Plan assets (EOY)
$66.9M
Net assets (EOY)
$66.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 314% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMAGE FIRST HOLDINGS, LLC.
Plan sponsor
Name
IMAGE FIRST HOLDINGS, LLC
EIN
52-2048123
Address
900 EAST 8TH AVENUE, SUITE 200 · KING OF PRUSSIA, PA · 194061324
Phone
(877) 982-6106
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISORY | $62K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $380K | — |
Investments
30 direct securities · 1 pooled fund· $67.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$66.8M
30 holdings
Pooled Separate Account
$647K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2035 Fund | — | — | — | $10.6M | 15.9% | |
| Vanguard Group Target Retirement 2030 Fund | — | — | — | $9.2M | 13.8% | |
| Vanguard Group Target Retirement 2040 Fund | — | — | — | $8.0M | 12.0% | |
| Vanguard Group Target Retirement 2050 Fund | — | — | — | $7.9M | 11.9% | |
| Vanguard Group Target Retirement 2045 Fund | — | — | — | $7.5M | 11.2% | |
| Vanguard Group Target Retirement 2025 Fund | — | — | — | $5.2M | 7.8% | |
| Vanguard Group Target Retirement 2055 Fund | — | — | — | $5.2M | 7.8% | |
| Vanguard Group Target Retirement 2060 Fund | — | — | — | $2.8M | 4.2% | |
| maturities through 2032 | — | — | — | $2.4M | 3.5% | |
| Vanguard Group Target Retirement 2020 Fund | — | — | — | $1.6M | 2.4% | |
| Vanguard Group 500 Index Fund | — | — | — | $1.6M | 2.4% | |
| Vanguard Group Target Retirement 2065 Fund | — | — | — | $1.4M | 2.0% | |
| Principal Life Insurance Company Guaranteed Option Group Annuity Contract | — | — | — | $853K | 1.3% | |
| Principal Life Insurance Company Pooled Separate Account – Large Cap Growth | — | — | — | $647K | 1.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $647K | 1.0% | |
| Vanguard Group Target Retirement 2070 Fund | — | — | — | $266K | 0.4% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund | — | — | — | $234K | 0.4% | |
| Vanguard Group Target Retirement Income Fund | — | — | — | $210K | 0.3% | |
| MFS Mid Cap Growth Fund | — | — | — | $169K | 0.3% | |
| Vanguard Group Balanced Index Fund | — | — | — | $154K | 0.2% | |
| JP Morgan Small Cap Growth Fund | — | — | — | $143K | 0.2% | |
| John Hancock Disciplined Value Fund | — | — | — | $140K | 0.2% | |
| American Century Equity Income Fund | — | — | — | $122K | 0.2% | |
| Western Asset Core Bond Fund | — | — | — | $87K | 0.1% | |
| MFS Global Total Return Fund | — | — | — | $76K | 0.1% | |
| Vanguard Group International Growth Fund | — | — | — | $66K | <0.1% | |
| American Fund New World Fund | — | — | — | $49K | <0.1% | |
| Vanguard Group International Value Fund | — | — | — | $48K | <0.1% | |
| Vanguard Group Wellesley Income Fund | — | — | — | $46K | <0.1% | |
| Vanguard Group Emerging Markets Stock Index Fund | — | — | — | $32K | <0.1% | |
| Vanguard Group Developed Markets Index Fund | — | — | — | $18K | <0.1% |