Plan Snapshot
- Plan Sponsor: Freeman Webb Company, Realtors
- Sponsor EIN: 621060236
- Sponsor Address: 3810 BEDFORD AVE., NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Total Participants: 610
- Total Assets: $22.3M
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 | 610 | $22.3M | $575,392 | $2.6M |
| 2023 | 508 | $18.8M | $532,031 | $2.1M |
| 2022 | 524 | $14.4M | $838,232 | $1.7M |
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 | $57,755 | — | $57,755 |
| MERRILL LYNCH | INVESTMENT ADVISOR | $40,568 | — | $40,568 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERRILL LYNCH — INVESTMENT ADVISOR
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,323
- Estimated Expense Ratio: 0.441% 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 | $98,323 | $40,568 | — | — | — |
| 2023 | $85,096 | — | — | — | — |
| 2022 | $58,394 | — | — | — | — |