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Original filing (PDF)20251015124436NAL0009290530001
FIRST MERIDIAN SERVICES INC.
Form 5500
FILING_RECEIVED
FIRST MERIDIAN SERVICES INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
904
Accounts w/ balance
1,534
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST MERIDIAN SERVICES INC..
Plan sponsor
Name
FIRST MERIDIAN SERVICES INC.
EIN
75-3165102
Address
8231 E PRENTICE AVE · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 342-9000
Industry
Accommodation & Food Servicessee 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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | SERVICE PROVIDER | $15K | — |
| CBIZ BENEFITS & INSURANCE | 31-1582098 | — | SERVICE PROVIDER | $10K | — |
Investments
28 direct securities · 1 pooled fund· $11.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.7M
28 holdings
Pooled Separate Account
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.5M | 95.9% | |
| Voya Retirement and Annuity Company** Index Solution 2050 | — | — | — | $818K | 14.3% | |
| Voya Retirement and Annuity Company** Index Solution 2045 | — | — | — | $728K | 12.7% | |
| Voya Retirement and Annuity Company** Index Solution 2055 | — | — | — | $651K | 11.4% | |
| Voya Retirement and Annuity Company** Index Solution 2035 | — | — | — | $598K | 10.5% | |
| Voya Retirement and Annuity Company** Index Solution 2040 | — | — | — | $544K | 9.5% | |
| Voya Retirement and Annuity Company** Index Solution 2060 | — | — | — | $503K | 8.8% | |
| Voya Retirement and Annuity Company** Index Solution 2065 | — | — | — | $308K | 5.4% | |
| Voya Retirement and Annuity Company** Fidelity 500 Index Fund | — | — | — | $267K | 4.7% | |
| Voya Retirement and Annuity Company** Index Solution 2030 | — | — | — | $257K | 4.5% | |
| Voya Retirement and Annuity Company** Index Solution 2025 | — | — | — | $227K | 4.0% | |
| Voya Retirement and Annuity Company** Unallocated contract - Voya Fixed Account | — | — | — | $195K | 3.4% | |
| Voya Retirement and Annuity Company** Vanguard Equity Income Fund | — | — | — | $102K | 1.8% | |
| Voya Retirement and Annuity Company** Fidelity Small Cap Index Fund | — | — | — | $100K | 1.8% | |
| Voya Retirement and Annuity Company** JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $93K | 1.6% | |
| Voya Retirement and Annuity Company** Vanguard International Growth Fund | — | — | — | $54K | 0.9% | |
| Voya Retirement and Annuity Company** Index Solution Income | — | — | — | $41K | 0.7% | |
| Voya Retirement and Annuity Company** Fidelity Mid Cap Index Fund | — | — | — | $41K | 0.7% | |
| participants' vested account balances - | — | — | — | $39K | 0.7% | |
| Voya Retirement and Annuity Company** John Hancock Bond Fund | — | — | — | $28K | 0.5% | |
| Voya Retirement and Annuity Company** American Funds New Perspective Fund | — | — | — | $26K | 0.5% | |
| Voya Retirement and Annuity Company** PGIM High Yield Fund | — | — | — | $20K | 0.4% | |
| Voya Retirement and Annuity Company** Vanguard Small-Cap Value Index | — | — | — | $20K | 0.3% | |
| Voya Retirement and Annuity Company** Vanguard Mid-Cap Value Index Fund | — | — | — | $18K | 0.3% | |
| Voya Retirement and Annuity Company** JPMorgan Mid Cap Growth Fund | — | — | — | $16K | 0.3% | |
| Voya Retirement and Annuity Company** American Funds New World Fund | — | — | — | $10K | 0.2% | |
| Voya Retirement and Annuity Company** PIMCO International Bond Fund | — | — | — | $7K | 0.1% | |
| Voya Retirement and Annuity Company** Money market fund - Government Money Market Fund | — | — | — | $4K | <0.1% | |
| Voya Retirement and Annuity Company** Janus Henderson Triton Fund | — | — | — | $3K | <0.1% |
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