How big is Firstline Compliance, LLC's plan?

Firstline Compliance, LLC's plan reported $571K in assets and 6 participants for 2024.

Original filing (PDF)20250613093011NAL0015576531001

Firstline Compliance, LLC

Name: Firstline Compliance, LLC — Firstline Compliance, Form 5500 (2024)
Creator: Firstline Compliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Firstline Compliance, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Firstline Compliance, LLC's Firstline Compliance, LLC 401(k) Profit Sharing Plan held $571K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

People on this filing

Joshua Weinberg signed Firstline Compliance, LLC's 2024 Form 5500 as plan administrator.

Joshua Weinberg — 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

Firstline Compliance, LLC's EIN is 83-3703596.

EIN 83-3703596

Plan number 001

Plan year 2024

ACK ID 20250613093011NAL0015576531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Firstline Compliance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Firstline Compliance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRSTLINE COMPLIANCE, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FIRSTLINE COMPLIANCE, LLC

EIN

all filings

Address

2205 ZENITH AVENUE · FLOWER MOUND, TX · 75028

Phone

(831) 325-3369

Industry

Professional & Technical Services

Plan administrator