How big is First RATE Financial Group's plan?

First RATE Financial Group's plan reported $9K in assets and 7 participants for 2025.

Original filing (PDF)20260309125501NAL0002432115001

First RATE Financial Group

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

Form 5500-SF

FILING_RECEIVED

First RATE Financial Group Cash Balance Plan

Defined-benefit pension plan · First RATE Financial Group's First RATE Financial Group Cash Balance Plan held $9K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Fred Gruber signed First RATE Financial Group's 2025 Form 5500 as plan administrator.

Fred Gruber — 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 RATE Financial Group's EIN is 83-1306278.

EIN 83-1306278

Plan number 002

Plan year 2025

ACK ID 20260309125501NAL0002432115001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

First RATE Financial Group's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off