How big is Firstclose's plan?

Firstclose's plan reported $2.0M in assets and 50 participants for 2024.

Original filing (PDF)20250717135255NAL0000199011001

Firstclose

Name: Firstclose — Firstclose 401(k) Plan, Form 5500 (2024)
Creator: Firstclose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Firstclose 401(k) Plan

401(k) retirement plan · Firstclose's Firstclose 401(k) Plan held $2.0M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Nick Rice signed Firstclose's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Firstclose's EIN is 84-3058425.

EIN 84-3058425

Plan number 001

Plan year 2024

ACK ID 20250717135255NAL0000199011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Firstclose's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FIRSTCLOSE

EIN

all filings

Address

10800 PECAN PARK BLVD, SUITE 310 · AUSTIN, TX · 78750

Phone

(512) 922-9900

Industry

Finance & Insurance

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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