Filings through .
Firstclose
EIN 84-3058425financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.7M assets
Health & Benefits
0
Participants
78
10800 PECAN PARK BLVD, SUITE 310 - AUSTIN, TX 78750512-922-9900firstclose.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan summaries
The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRSTCLOSE 401(K) PLAN | 401(k) | $2.7M | 78 | 2025 |
- #001 · 401(k) · 202578
Retirement plans