# A-1 Freeman Moving &amp; Storage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/a-1-freeman-moving-storage-inc-401k-plan

> A-1 Freeman Moving &amp; Storage, INC.&#39;s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A-1 Freeman Moving & Storage, INC.

- **Sponsor EIN:** 730969136

- **Sponsor Address:** 11517 N. BROADWAY EXTENSION, OKLAHOMA CITY, OK, 731146615

- **Plan Type:** 401(k)

- **Total Participants:** 206

- **Total Assets:** $17.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$17.7M|$238,319|$932,715|

| 2023|192|$15.5M|$205,772|$837,826|

| 2022|182|$13.6M|$287,945|$861,851|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$28,026|—|$28,026|

| GALLAGHER BENEFIT SERVICES|INVESTMENT ADVISOR|$16,000|—|$16,000|

| HSPG & ASSOCIATES PC|AUDITOR|$14,350|—|$14,350|

| HSPG & ASSOCIATES, PC|Auditor|$14,350|—|$14,350|

| EMPLOYEE BENEFITS GROUP,LLC|THIRD PARTY ADMIN|—|$9,999|$9,999|

| EMPOWER ADVISORY GROUP|INVESTMENT MGMT|$9,011|—|$9,011|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HSPG & ASSOCIATES PC](https://planprovider.pro/provider/hspg-and-associates-pc) — AUDITOR

- [EMPLOYEE BENEFITS GROUP,LLC](https://planprovider.pro/provider/employee-fiduciary) — THIRD PARTY ADMIN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $91,736

- **Estimated Expense Ratio:** 0.517% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$64,153|$21,777|—|$14,350|—|

| 2023|$66,501|$16,000|$5,521|$19,000|—|

| 2022|$55,969|—|$55,969|—|—|

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