S.R. Freeman, Inc. Profit Sharing Plan & Trust
Sponsored by S.R. Freeman, Inc. · EIN 770489144 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 206
- With balances
- 397
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $75,030 |
| Empower Advisory Group, Llc | Investment management | $1,875 |
| Park Avenue Securities Llc | Other commissions | $0 |