FIRSTSTREET FOR BOOMERS AND BEYOND, INC. 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
58
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score
71
/ 100
Grade B
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. Based on 70% of scoring inputs for this filing.
Compliance & integrity
92
Total plan cost
n/a
Plan health
14
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTSTREET FOR BOOMERS AND BEYOND, INC.
Plan sponsor
Name
FIRSTSTREET FOR BOOMERS AND BEYOND, INC
EIN
62-1314909
Address
6800 PARAGON PLACE SUITE 520 · RICHMOND, VA · 23230
