Freeman Webb Company, Realtors 401(k) Salary Reduction Plan
Sponsored by Freeman Webb Company, Realtors · EIN 621060236 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 610
- With balances
- 790
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $57,755 |
| Merrill Lynch | Investment advisory (participants) | $40,568 |