Freedomrewards 401(k) Plan
Sponsored by Cwgs Group, Llc · EIN 463759013 · Plan #001
- Total assets
- $342M
- Net assets
- $342M
- Active participants
- 12,773
- With balances
- 18,432
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $1,085,967 |
| Cook Street Consulting, Inc. | Consulting (general), Insurance brokerage commissions | $45,510 |
| Crowe Llp | Accounting, Direct payment from the plan | $31,500 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $15,199 |
| Capfinancial Partners, Llc | Consulting (general), Insurance brokerage commissions | $8,785 |
| Curcio Webb | Consulting (general), Insurance brokerage commissions | $7,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |