AUMdb

Freeman Investment Company, L.P. 401(k) Plan

Sponsored by Freeman Investment Company, L.P. · EIN 750770315 · Plan #001

Total assets
$23.4M
Net assets
$23.4M
Active participants
537
With balances
375

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,343
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Mesirow Financial Investment Manage Participant loan processing, Direct payment from the plan $0
Mml Investors Services, Llc Other services, Other fees $0