AUMdb

Freeman Retirement Plan

Sponsored by Freeman Health System · EIN 431704371 · Plan #001

Total assets
$120M
Net assets
$120M
Active participants
4,631
With balances
3,420

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $250,397
Pension Consultants Inc Consulting (general) $67,313
Forvis, Llp Contract administrator $21,105