# Freeman Investment Company, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/freeman-investment-company-l-p-401k-plan

> Freeman Investment Company, L.P.'s 401(k) plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Freeman Investment Company, L.P.

- **Sponsor EIN:** 750770315

- **Sponsor Address:** 501 W. STATE HIGHWAY 114, GRAPEVINE, TX, 76051

- **Plan Type:** 401(k)

- **Total Participants:** 537

- **Total Assets:** $23.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|537|$23.4M|$202,857|$2.0M|

| 2023|648|$24.7M|$228,586|$2.1M|

| 2022|616|$20.3M|$207,120|$2.0M|

## 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|

| ADP, INC.|RECORD KEEPER|$10,343|—|$10,343|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,343

- **Estimated Expense Ratio:** 0.044% 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|$10,302|—|—|—|—|

| 2023|$8,945|—|—|—|—|

| 2022|$9,620|—|—|—|—|

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