First Quality Savings and Investment Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 23-2744573
- Participants (2024)
- 5,345
- Net assets (2024)
- $466 million
- Recordkeeper
- SchwabEarlier: Principal (2020–2022), Wells Fargo (2010–2019), Wachovia Bank (2009)
- Plan administrator
- First Quality Enterprises Inc.
80 Cuttermill Road
Great Neck, NY 11021
(516) 773-7637As filed for 2024 - In effect since
- January 1, 1996
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 5,345 | $466 million | Schwab |
| 2023 | 4,998 | $404 million | Schwab |
| 2022 | 4,868 | $357 million | Principal |
| 2021 | 4,701 | $422 million | Principal |
| 2020 | 5,152 | $368 million | Principal |
| 2019 | 5,572 | $309 million | Wells Fargo |
| 2018 | 5,755 | $266 million | Wells Fargo |
| 2017 | 5,838 | $273 million | Wells Fargo |
| 2016 | 5,781 | $224 million | Wells Fargo |
| 2015 | 5,175 | $196 million | Wells Fargo |
| 2014 | 4,767 | $185 million | Wells Fargo |
| 2013 | 4,621 | $167 million | Wells Fargo |
| 2012 | 4,131 | $131 million | Wells Fargo |
| 2011 | 4,076 | $110 million | Wells Fargo |
| 2010 | 3,737 | $105 million | Wells Fargo |
| 2009 | 3,856 | $91.2 million | Wachovia Bank |