Plan Snapshot
- Plan Sponsor: Freddy'S Frozen Custard LLC
- Sponsor EIN: 364499234
- Sponsor Address: 3020 N CYPRESS DR STE 200, WICHITA, KS, 67226
- Plan Type: 401(k)
- Total Participants: 557
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 557 | $9.3M | $508,125 | $893,898 |
| 2023 | 414 | $9.3M | $455,795 | $840,295 |
| 2022 | 407 | $7.0M | $430,257 | $806,847 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICESINC | INVESTMENT ADVISORY- PLAN | $28,065 | — | $28,065 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $26,151 | — | $26,151 |
| BURNGARDT HOWAR WARD ELLIOT & PFEIF | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICESINC — INVESTMENT ADVISORY- PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,216
- Estimated Expense Ratio: 0.586% 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 | $54,216 | $28,065 | — | — | — |
| 2023 | $29,107 | — | — | — | — |
| 2022 | $19,256 | — | — | — | $19,256 |