Friedman Management Company 401(k) Plan
Sponsored by Friedman Management Company · EIN 382961880 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 438
- With balances
- 488
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $68,676 |
| Capfinancial Partners, L | Investment advisory (plan), Direct payment from the plan | $32,206 |
| Maner Costerisan | Accounting, Direct payment from the plan, Other fees | $7,164 |