AUMdb

Freeport Mcmoran Inc. Employee Capital Accumulation Program

Sponsored by Freeport Mcmoran Inc. · EIN 742480931 · Plan #001

Total assets
$2.7B
Net assets
$2.7B
Active participants
14,200
With balances
18,705

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
Dynasty Wealth Management, Llc CRD 153377 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $278,206
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $44,891
Dynasty Wealth Management Llc Investment advisory (participants), Direct payment from the plan $43,767