Freeland Contracting Company Retirement Savings Plan
Sponsored by Freeland Contracting Company · EIN 311410643 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 117
- With balances
- 150
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $16,270 |
| Trinity Pension Consultants | Contract administrator | $5,471 |
| Morningstar Inc. | Other fees | $1,089 |
| Empower Advisory | Investment management | $657 |
| Empower Financial Services | Shareholder servicing fees | $0 |