Freese & Goss, PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Freese & Goss, PLLC
  • Sponsor EIN: 208781405
  • Sponsor Address: 3500 MAPLE AVE STE 1100, DALLAS, TX, 752193905
  • Plan Type: DC
  • Total Participants: 19
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$2.1M$70,590$114,652
202319$1.8M$65,931$101,472
202217$1.3M$58,108$109,957

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