How big is Firstrust, LLC's plan?

Firstrust, LLC's plan reported $389K in assets and 7 participants for 2025.

Original filing (PDF)20260515094108NAL0011589328001

Firstrust, LLC

Name: Firstrust, LLC — Firstrust, LLC 401(k) P/S Plan, Form 5500 (2025)
Creator: Firstrust, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Firstrust, LLC 401(k) P/S Plan

401(k) retirement plan · Firstrust, LLC's Firstrust, LLC 401(k) P/S Plan held $389K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

People on this filing

Melody Koenig signed Firstrust, LLC's 2025 Form 5500 as plan administrator.

Melody Koenig — 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

Firstrust, LLC's EIN is 59-3567463.

EIN 59-3567463

Plan number 001

Plan year 2025

ACK ID 20260515094108NAL0011589328001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Firstrust, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Firstrust, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRSTRUST, LLC.

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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