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Original filing (PDF)20251015111151NAL0009260626001
FIRSTONSITE USA HOLDINGS, INC.
Form 5500
FILING_RECEIVED
FIRST ONSITE 401(K) PLAN
401(k) retirement plan
Active participants
1,417
Accounts w/ balance
1,638
Plan assets (EOY)
$67.4M
Net assets (EOY)
$67.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 83% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTONSITE USA HOLDINGS, INC..
Plan sponsor
Name
FIRSTONSITE USA HOLDINGS, INC.
EIN
81-4267677
Address
6200 S SYRACUSE WAY, STE 230 · GREENWOOD VILLAGE, CO · 80111
Phone
(817) 546-2883
Industry
Constructionsee 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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $190K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
29 direct securities· $66.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $10.5M | 15.6% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $8.6M | 12.8% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $8.5M | 12.5% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $6.9M | 10.2% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $5.9M | 8.8% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $5.8M | 8.6% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $3.5M | 5.2% | |
| Fidelity 500 Index | — | — | — | $3.1M | 4.5% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $2.5M | 3.6% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $2.2M | 3.3% | |
| Dreyfus Government Cash Mgmt Instl | — | — | — | $1.3M | 2.0% | |
| Fidelity Total International Index | — | — | — | $1.1M | 1.6% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $1.0M | 1.5% | |
| Columbia Dividend Income Instl 3 | — | — | — | $816K | 1.2% | |
| Fidelity Extended Market Index | — | — | — | $707K | 1.0% | |
| Gabelli U.S. Treasury Money Market AAA | — | — | — | $584K | 0.9% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $559K | 0.8% | |
| American funds EuroPacific GR R6 | — | — | — | $471K | 0.7% | |
| American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $437K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $396K | 0.6% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $274K | 0.4% | |
| Loomis Sayles Investment Grade Bond N | — | — | — | $248K | 0.4% | |
| Victory Sycamore Small Company Opp R6 | — | — | — | $215K | 0.3% | |
| DFA Global Real Estate Securities | — | — | — | $173K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $126K | 0.2% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $118K | 0.2% | |
| Hood River Small-Cap Growth Retirement | — | — | — | $100K | 0.1% | |
| Fidelity International Bond Index | — | — | — | $58K | <0.1% | |
| Registered Investment Companies ALPS Smith Short Duration Bond I | — | — | — | $22K | <0.1% |
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