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Original filing (PDF)20251008091132NAL0005606033001
FIRST STOP HOLDINGS, LLC
Form 5500
FILING_RECEIVED
FIRST STOP HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
237
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST STOP HOLDINGS, LLC.
Plan sponsor
Name
FIRST STOP HOLDINGS, LLC
EIN
93-1693126
Address
24 EAST WASHINGTON STREET, STE. 875 · CHICAGO, IL · 60602
Phone
(404) 966-3764
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVEST. ADVIS. (PARTIP) | $229 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | — | GLASTONBURY, CT | TPA | $0 | — |
Investments
37 direct securities · 1 pooled fund· $13.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$6.5M
1 holding
Uncategorized
$6.4M
35 holdings
Guaranteed Income / GIC
$81K
1 holding
Pooled Separate Accounts
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIOUS VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.5M | 96.4% | |
| Nuveen Lifecycle Ind 2055 Fd R6 | — | — | — | $756K | 11.2% | |
| Fidelity 500 Index Fund | — | — | — | $742K | 11.0% | |
| Nuveen Lifecycle Ind 2050 Fd R6 | — | — | — | $666K | 9.9% | |
| Nuveen Lifecycle Ind 2045 Fd R6 | — | — | — | $612K | 9.1% | |
| Vanguard LifeStrat Growth Fd Inv | — | — | — | $454K | 6.7% | |
| Nuveen Lifecycle Ind 2030 Fd R6 | — | — | — | $403K | 6.0% | |
| Nuveen Lifecycle Ind 2040 Fd R6 | — | — | — | $286K | 4.2% | |
| Nuveen Lifecycle Ind 2060 Fd R6 | — | — | — | $249K | 3.7% | |
| JPMorgan Lrg Cp Growth Fnd R6 | — | — | — | $236K | 3.5% | |
| Vanguard Equity Income Fund Adm | — | — | — | $217K | 3.2% | |
| Nuveen Lifecycle Ind 2035 Fd R6 | — | — | — | $191K | 2.8% | |
| PIMCO Income Fund Inst | — | — | — | $176K | 2.6% | |
| MFS Intl Diversification Fnd | — | — | — | $174K | 2.6% | |
| American Funds American Funds New Perspective R6 | — | — | — | $168K | 2.5% | |
| American Funds American Funds New World R6 | — | — | — | $157K | 2.3% | |
| Vanguard Balanced Index Fund Adm | — | — | — | $154K | 2.3% | |
| Nuveen Lifecycle Ind 2025 Fd R6 | — | — | — | $127K | 1.9% | |
| Vanguard LifeStrat Mod Grwth Fd Inv | — | — | — | $121K | 1.8% | |
| Vanguard Small-Cap Index Fund Adm | — | — | — | $84K | 1.3% | |
| held by The Voya Retirement Insurance and Annuity Company (Voya) * Voya Fixed Account (4450) | Guaranteed Income / GIC | — | — | $81K | 1.2% | |
| American Funds American Funds Infl Linked Bd Fd R6 | — | — | — | $63K | 0.9% | |
| Fidelity Mid Cap Index Fd | — | — | — | $56K | 0.8% | |
| Cohen & Steers Cohen & Steers Instit Realty Shares | — | — | — | $53K | 0.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $52K | 0.8% | |
| DFA U.S. Targeted Value Port Inst | — | — | — | $38K | 0.6% | |
| JPMorgan Mid Cap Growth Fund R6 | — | — | — | $35K | 0.5% | |
| Nuveen Lifecycle Ind 2065 Fd R6 | — | — | — | $30K | 0.5% | |
| Vanguard LifeStrat Income Fd Inv | — | — | — | $22K | 0.3% | |
| Vanguard Explorer Fund Adm | — | — | — | $21K | 0.3% | |
| BlackRock High Yield Port K | — | — | — | $19K | 0.3% | |
| Victory Core Plus Interm Bond R6 | — | — | — | $17K | 0.3% | |
| Vanguard LifeStrat Cnsrv Grw Fd Inv | — | — | — | $10K | 0.2% | |
| PIMCO Intl Bnd Fnd (US Dir-Hdg) I | — | — | — | $10K | 0.1% | |
| Nuveen Lifecycle Ind 2015 Fd R6 ** 527 Nuveen Lifecycle Ind 2020 Fd R6 | — | — | — | $6K | <0.1% | |
| held by The Voya Retirement Insurance and Annuity Company (Voya) * Voya Gov Money Mkt Fnd A (Hold Acct) | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Allspg Spec MdCp VI Fd R6 | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Ind 2010 Fd R6 | — | — | — | $2K | <0.1% |
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