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Sponsor portfolio

FIRST BENEFITS, LLC

EIN 05-0539591-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
12
485 DEVON PARK DRIVE, SUITE 110 - WAYNE, PA 19087215-839-0107
Plans on this EIN
2 filings
#001401k-$1.9M - 8 part#002CashBalance-$558K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • FIRST BENEFITS 401(K) (#001)77%
  • FIRST BENEFITS PENSION (#002)23%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRST BENEFITS 401(K) (#001)8
  • FIRST BENEFITS PENSION (#002)4
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST BENEFITS 401(K) PLAN

401k

Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST BENEFITS PENSION PLAN

CashBalance

Assets$558K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST BENEFITS 401(K) PLAN401k$1.9M82025
002FIRST BENEFITS PENSION PLANCashBalance$558K42025
Retirement plans
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