Plan Ledger DOL Form 5500 · updated monthly

First Reserve Corporation, LLCProfit-sharing plan

FIRST RESERVE SAVINGS PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.05%

First Reserve Corporation, LLC reported $28,010 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 285th-largest of 1,106 plans among Connecticut employers on file, and the 1,528th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$56,643,882
Participants with balances119
Active participants46
Employer contributions—
Employee contributions$590,104
Employer contribution per active participant—
Average account balance$475,999
Benefits paid to participants$2,576,785
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$56.6M · 119 accts
2023$51.1M · 122 accts
2022$46.0M · 129 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,010
Total administrative$28,010
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$28,010
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,010 · 0.05%
2023$30,243 · 0.06%
2022$33,686 · 0.06%
Similar plansFinance & Insurance · Connecticut
Ctc Americas, Inc. CT$69.5M · 0.10%
Littlejohn & Co., LLC CT$55.7M · 0.03%
Catic Fincncial, Inc. CT$52.1M · 0.09%
Ion Financial, Mhc CT$50.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800547662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.