Freedom Solar 401(k) Savings Plan
Sponsored by Freedom Solar, Llc · EIN 861915246 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 409
- With balances
- 761
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 |
|---|---|---|
| Titleist Asset Management, Llc CRD 323567 | deterministic · 100% | 2024 |
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 | $39,314 |
| Titleist Asset Management Llc | Investment advisory (plan) | $38,394 |
| Price Kubecka | Accounting | $13,250 |