Freed Maxick Cpas, P. C. 401 K Plan
Sponsored by Freed Maxick Cpas, P. C. · EIN 454051133 · Plan #002
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 344
- With balances
- 500
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees, Other fees | $112,831 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $18,634 |
| Zlc Group | Other fees | $9,300 |
| Morgan Stanley Smith Barney Llc | Other fees | $0 |