How big is First Co.'s plan?

First Co.'s plan reported $25.8M in assets and 505 participants for 2024.

Original filing (PDF)20251014144412NAL0001564227001

First Co.

Name: First Co. — First Co. 401(k) Retirement Plan, Form 5500 (2024)
Creator: First Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Co. 401(k) Retirement Plan

401(k) retirement plan · First Co.'s First Co. 401(k) Retirement Plan held $25.8M in plan assets for 505 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Non-exempt prohibited transaction

Active participants

505

Accounts w/ balance

426

Plan assets (EOY)

$25.8M

Net assets (EOY)

$25.8M

People on this filing

Erica Spurgeon signed First Co.'s 2024 Form 5500 as plan administrator.

Erica Spurgeon — 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

First Co.'s EIN is 75-1232784.

EIN 75-1232784

Plan number 001

Plan year 2024

ACK ID 20251014144412NAL0001564227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Non-exempt prohibited transaction reported (Schedule G).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

FIRST CO.

EIN

all filings

Address

8273 MOBERLY LANE · DALLAS, TX · 75227

Phone

(214) 388-5751

Industry

Manufacturing

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	COLUMBUS, OH	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$62K	—
ROBERT CECIL JR

Investments

43 direct securities· $25.8M(100% of reported assets)

Other securities

$13.6M

29 holdings

Stable Value

$4.1M

1 holding

Common Collective Trusts

$3.8M

2 holdings

Mutual Funds

$3.3M

8 holdings

Agency / Mortgage-Backed

$568K

1 holding

Common Stocks

$401K

2 holdings

					% of plan
Nw Fixed Select Option Guaranteed Investment Contract	Stable Value	—	—	$4.1M	15.8%
Vngrd 500 Index Fd As Mutual Fund	Common Collective Trusts	—	—	$3.0M	11.8%
Vngrd Prm Cap Inv Mutual Fund	Other securities	—	—	$2.3M	9.1%
Ab Glbl Bd I Mutual Fund ** 270 * Amfds Wshngtn Mut Inv R6 Mutual Fund	Other securities	—	—	$1.2M	4.8%
Vngrd Explr Adml Mutual Fund	Other securities	—	—	$1.2M	4.7%
Fed Hrms Gov Oblgtns Prmr Mutual Fund ** 127 * Fid 500 Indx Mutual Fund	Mutual Funds	—	—	$844K	3.3%
Vngrd Sm Cap Indx Fd As Mutual Fund	Other securities	—	—	$815K	3.2%
Fid Us Bd Indx Mutual Fund	Mutual Funds	—	—	$810K	3.1%
Vngrd Mid-Cap Idx Fd As Mutual Fund	Common Collective Trusts	—	—	$766K	3.0%
Vngrd Trgt Rtrmt 2040 Inv Mutual Fund	Other securities	—	—	$716K	2.8%
Vngrd Trgt Rtrmt 2025 Inv Mutual Fund	Other securities	—	—	$659K	2.6%
Vngrd Trgt Rtrmt 2030 Inv Mutual Fund	Other securities	—	—	$606K	2.3%
Pgim Ttl Rtn Bd R6 Mutual Fund	Other securities	—	—	$573K	2.2%
Vngrd Gnma Adml Mutual Fund ** 614 * Vngrd Intl Gr Adml Mutual Fund	Agency / Mortgage-Backed	—	—	$568K	2.2%
Vngrd Trgt Rtrmt 2045 Inv Mutual Fund	Other securities	—	—	$490K	1.9%
Fid Intl Indx Mutual Fund	Mutual Funds	—	—	$483K	1.9%
Dodge & Cox International Stock Fund Cl Mutual Fund	Mutual Funds	—	—	$464K	1.8%
Vngrd Trgt Rtrmt 2035 Inv Mutual Fund	Other securities	—	—	$459K	1.8%
Nw Loomis Allcap Gr R6 Mutual Fund	Other securities	—	—	$459K	1.8%
Gdmnscs Gqgptnrintloppr R6 Mutual Fund	Other securities	—	—	$457K	1.8%
Blackrock High Yield Portfolio - Class K Mutual Fund	Other securities	—	—	$447K	1.7%
Avantis U.S. Large Cap Value Fund Mutual Fund	Other securities	—	—	$440K	1.7%
Jpm Lgcap Gr R6 Mutual Fund	Other securities	—	—	$405K	1.6%
Jpm Eq Inc R5 Mutual Fund	Common Stocks	—	—	$385K	1.5%
Avantis Emerging Markets Equity Fund - I Mutual Fund	Other securities	—	—	$354K	1.4%
Blkrk Ttl Rtn K Mutual Fund	Other securities	—	—	$339K	1.3%
Pimco Real Rtn Inst Mutual Fund	Mutual Funds	—	—	$308K	1.2%
Ab Global Bond Fund - Class Z Mutual Fund	Other securities	—	—	$269K	1.0%
Vngrd Trgt Rtrmt 2020 Inv Mutual Fund	Other securities	—	—	$261K	1.0%
Prncpl Glbl Realest R6 Mutual Fund	Other securities	—	—	$239K	0.9%
Mfs Mdcap Gr R6 Mutual Fund	Mutual Funds	—	—	$225K	0.9%
Diamond Hill Mdcap I Mutual Fund	Other securities	—	—	$222K	0.9%
Legal & General Commodity Strategy Fun Mutual Fund	Other securities	—	—	$206K	0.8%
Dfa Us Trgt Val Inst Mutual Fund	Mutual Funds	—	—	$180K	0.7%
Vngrd Ttl Intlstkindx Adml Mutual Fund	Other securities	—	—	$124K	0.5%
Avantis U.S. Small Cap Value Fund - Inst Mutual Fund	Other securities	—	—	$115K	0.4%
Vngrd Trgt Rtrmt 2050 Inv Mutual Fund	Other securities	—	—	$62K	0.2%
Leggm Wstras Corplsbd I Mutual Fund	Other securities	—	—	$44K	0.2%
Vngrd Ttl Bnd Mkt Ldx Adm Mutual Fund	Other securities	—	—	$37K	0.1%
Vngrd Trgt Rtrmt Inc Mutual Fund	Common Stocks	—	—	$16K	<0.1%
Vngrd Trgt Rtrmt 2060 Inv Mutual Fund	Other securities	—	—	$15K	<0.1%
Dfa Emrg Mkts Core Eq 2 Portfolio - Inst Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Pimcocomdyrealrtnstratinst Mutual Fund	Other securities	—	—	$1K	<0.1%