AUMdb

Freedom Electronics Llc 401(k) Plan

Sponsored by Freedom Electronics Llc · EIN 462519334 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
94
With balances
105

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Contract administrator, Direct payment from the plan, Other services $3,600
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $2,304
Ubs Financial Services Inc. Investment advisory (plan), Other fees $0