# Freeman Webb Company, Realtors 401(k) Plan
Source: https://planprovider.pro/companies/freeman-webb-company-realtors-401k-plan

> Freeman Webb Company, Realtors's 401(k) plan: 610 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/freeman-webb-company-realtors-401k-plan)

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