Plan Snapshot
- Plan Sponsor: Freeman & Co., INC.
- Sponsor EIN: 823168876
- Sponsor Address: 9840 WESTPOINT DR, STE 300, INDIANAPOLIS, IN, 46256
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $199,362
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1 | $199,362 | $999 | $998 |
| 2023 | 3 | $211,653 | $922 | $922 |
| 2022 | 3 | $198,474 | $0 | $0 |