Friedman Industries, Inc. Employees' Retirement & 401(k) Plan
Sponsored by Friedman Industried, Incorporated · EIN 741504405 · Plan #002
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 240
- With balances
- 213
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $15,596 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $7,768 |