AUMdb

Freedom Senior Services 401(k) Profit Sharing Plan & Trust

Sponsored by Freedom Senior Services · EIN 874225504 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
2,563
With balances
2,687

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

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
Paychex, Inc. Recordkeeping $63,841
Erisa Fiduciary Services, Inc. Contract administrator $23,415