Original filing (PDF)20250715094524NAL0003030368001

FIRST COMMAND FINANCIAL PLANNING, INC.

Name: FIRST COMMAND FINANCIAL PLANNING, INC. — FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2023)
Creator: FIRST COMMAND FINANCIAL PLANNING, INC.

Form 5500

FILING_RECEIVED

FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

893

Accounts w/ balance

997

Plan assets (EOY)

$216.9M

Net assets (EOY)

$176.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST COMMAND FINANCIAL PLANNING, INC..

Plan sponsor

Name

FIRST COMMAND FINANCIAL PLANNING, INC.

EIN

75-1054341

Address

1 FIRSTCOMM PLAZA · FORT WORTH, TX · 761094978

Phone

(817) 569-2344

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2I · Stock bonus

2J · 401(k) feature

2P · Leveraged ESOP

2Q · S-corporation ESOP

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$115K	—

Investments

1 pooled fund· $61K(0% 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.