AUMdb

The Retirement Plan And Trust For The Employees Of Freese And Nichols, Inc.

Sponsored by Freese And Nichols, Inc. · EIN 751531935 · Plan #001

Total assets
$275M
Net assets
$275M
Active participants
1,261
With balances
1,576

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $200,945
Vanguard Advisers Inc. Investment advisory (participants) $36,620