Plan Snapshot
- Plan Sponsor: Freeman Decorating Co.
- Sponsor EIN: 420661692
- Sponsor Address: 1600 VICEROY SUITE 100, DALLAS, TX, 75235
- Plan Type: 401(k)
- Total Participants: 5,797
- Total Assets: $686.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,797 | $686.4M | $20.3M | $35.6M |
| 2023 | 4,558 | $618.0M | $10.6M | $30.9M |
| 2022 | 4,447 | $533.1M | $8.1M | $24.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $299,252 | — | $299,252 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $275,654 | — | $275,654 |
| PLEXUS FINANCIAL SERVICES, LLC | CONSULTANT | $72,500 | — | $72,500 |
| SUTTON FROST CARY LLP | ACCOUNTANT/AUDITOR | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SUTTON FROST CARY LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $665,406
- Estimated Expense Ratio: 0.097% 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 | $662,398 | $275,654 | $900 | $18,000 | — |
| 2023 | $638,367 | $254,382 | $900 | $33,500 | — |
| 2022 | $621,332 | $253,876 | — | — | — |