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Original filing (PDF)20250421112824NAL0005156368001
FIRSTGROUP SERVICES, INC.
Form 5500
FILING_RECEIVED
LEGACY GREYHOUND LINES, INC./AMALGAMATED TRANSIT UNION NATIONAL LOCAL 1700 RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
17 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTGROUP SERVICES, INC..
Plan sponsor
Name
FIRSTGROUP SERVICES, INC.
EIN
86-3006037
Address
112 S. FRENCH STREET · STE 105 · WILMINGTON, DE · 19801
Phone
(441) 224-6501
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-16
Filed
2025-04-21
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $459K | — |
| PIMCO | 04-2627137 | — | NONE | $219K | — |
| EMPLOYEE A | 74-2515030 | — | EMPLOYEE | $162K | — |
| MERCER | 61-0736136 | — | NONE | $112K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $95K | — |
| EMPLOYEE B | 74-2515030 | — | EMPLOYEE | $61K | — |
| R&R REALTY GROUP | 42-1330560 | — | NONE | $41K | — |
| US BANK | 31-0841368 | — | NONE | $38K | — |
| BLAKE & UHLIG | 48-0918231 | — | NONE | $29K | — |
| EMPLOYEE C | 74-2515030 | — | EMPLOYEE | $25K | — |
| EMPLOYEE D | 74-2515030 | — | EMPLOYEE | $23K | — |
| EMPLOYEE E | 74-2515030 | — | EMPLOYEE | $21K | — |
| SEGAL COMPANY | 13-2619259 | — | NONE | $21K | — |
| QUADIENT LEASING USA INC | 94-2984524 | — | NONE | $12K | — |
| SYSTEM DESIGN ASSOCIATES | 43-1228887 | — | NONE | $10K | — |
| AUREON COMMUNICATIONS | 27-4564251 | — | NONE | $9K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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