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Original filing (PDF)20240111112804NAL0006518195001

ALLFIRST, LLC

Form 5500
FILING_RECEIVED
ALLFIRST, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 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
100
Participation health
100
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 ALLFIRST, LLC.
Plan sponsor
Name
ALLFIRST, LLC
EIN
87-1273769
Address
1401 S. BOULDER AVE · TULSA, OK · 74119
Phone
(918) 250-1641
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-08-31
Filed
2024-01-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY84-0467907—RECORDKEEPER$20K—
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
NOVA 401(K) ASSOCIATES20-1181458—CONTRACT ADMIN$34K—
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
PRICEKUBECKA PLLC75-2783674—AUDITOR$18K—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
SEPARATE ACCOUNT SCAI
MASSMUTUAL INSURANCE CO. · EIN 04-1590850 / PN 000
Pooled Separate Account
$0—

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