How big is Frfgp, Inc. DBA First RATE Financial Group's plan?

Frfgp, Inc. DBA First RATE Financial Group's plan reported $838K in assets and 8 participants for 2025.

Original filing (PDF)20260319033417NAL0003834705001

Frfgp, Inc. DBA First RATE Financial Group

Name: Frfgp, Inc. DBA First RATE Financial Group — Form 5500 Plan 001 (2025)
Creator: Frfgp, Inc. DBA First RATE Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First RATE Financial Group 401(k) Plan

401(k) retirement plan · Frfgp, Inc. DBA First RATE Financial Group's First RATE Financial Group 401(k) Plan held $838K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$838K

Net assets (EOY)

$838K

Plan identifiers

Frfgp, Inc. DBA First RATE Financial Group's EIN is 83-1306278.

EIN 83-1306278

Plan number 001

Plan year 2025

ACK ID 20260319033417NAL0003834705001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Frfgp, Inc. DBA First RATE Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Frfgp, Inc. DBA First RATE Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRFGP, INC. DBA FIRST RATE FINANCIAL GROUP.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score