Freed Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Freed Associates
  • Sponsor EIN: 680388917
  • Sponsor Address: 412 YALE AVENUE, KENSINGTON, CA, 94708
  • Plan Type: 401(k)
  • Total Participants: 66
  • Total Assets: $27.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202466$27.8M$850,000$1.3M
202362$22.3M$500,000$1.2M
202256$17.3M$400,000$1.0M

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