AUMdb

Freedom Technology Solutions Group, Llc 401(k) Profit Sharing Plan

Sponsored by Freedom Technology Solutions Group,Llc · EIN 201679732 · Plan #001

Total assets
$28.8M
Net assets
$28.8M
Active participants
153
With balances
218

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
Nfp Retirement Inc. Investment management fees (direct) $43,534
John Hancock Ret Plan Services Recordkeeping, Recordkeeping fees $30,990
Millenium Investment & Retirement A Investment management fees (direct) $2,561