Plan Snapshot
- Plan Sponsor: Freehold Capital Management, LLC
- Sponsor EIN: 462167345
- Sponsor Address: 500 BOYLSTON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 44 | $7.4M | $230,308 | $504,790 |
| 2023 | 64 | $6.5M | $222,476 | $457,491 |
| 2022 | 66 | $5.3M | $240,933 | $478,798 |