Freeman 401(k) Plan
Sponsored by Freeman Decorating Co. · EIN 420661692 · Plan #002
- Total assets
- $686M
- Net assets
- $686M
- Active participants
- 5,797
- With balances
- 6,693
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $299,252 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $275,654 |
| Plexus Financial Services, Llc | Consulting (general) | $72,500 |
| Sutton Frost Cary Llp | Accounting | $18,000 |