AUMdb

Freedom Plaza Arizona Retirement Savings Plan

Sponsored by Freedom Plaza Operating Company · EIN 822141102 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
235
With balances
283

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
Pensionmark Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $16,691
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $7,278