Unbound Retirement Plan
Sponsored by Unbound · EIN 431243999 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 114
- With balances
- 177
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Freestate Advisors Llc CRD 145800 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Freestate Advisors Llc | Investment advisory (plan) | $36,547 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $2,794 |