Fremont Group Retirement Plan
Sponsored by Fremont Group Management, Llc. · EIN 943342356 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 175
- With balances
- 282
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 |
|---|---|---|
| Bailard, Inc. CRD 110550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Investment advisory (participants), Direct payment from the plan | $93,369 |
| Bailard Inc | Investment advisory (participants), Direct payment from the plan | $6,390 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $267 |