# Freehold Capital Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/freehold-capital-management-llc-plan

> Freehold Capital Management, LLC's 401(k) plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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