Freddy's Frozen Custard 401(k) Plan
Sponsored by Freddy's Frozen Custard Llc · EIN 364499234 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 557
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Servicesinc | Investment advisory (plan), Direct payment from the plan | $28,065 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,151 |