Plan Snapshot
- Plan Sponsor: Freese And Nichols, INC.
- Sponsor EIN: 751531935
- Sponsor Address: 801 CHERRY ST., FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 1,261
- Total Assets: $274.6M
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 | 1,261 | $274.6M | $7.4M | $14.0M |
| 2023 | 1,139 | $241.2M | $6.1M | $11.9M |
| 2022 | 1,036 | $195.3M | $5.3M | $10.3M |
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 |
|---|---|---|---|---|
| BDO USA, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $237,357 | — | — | — | — |
| 2023 | $230,484 | — | — | — | — |
| 2022 | $216,080 | — | — | — | — |