Plan Snapshot
- Plan Sponsor: Freightwise, LLC
- Sponsor EIN: 471945352
- Sponsor Address: 214 CENTERVIEW DRIVE, BRENTWOOD, TN, 37207
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $5.3M | $456,639 | $892,014 |
| 2023 | 155 | $3.9M | $445,289 | $806,536 |
| 2022 | 116 | $2.4M | $307,116 | $450,500 |
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 |
|---|---|---|---|---|
| FRAZIER DEETER, LLC | Auditor | — | — | $0 |
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 | $25,083 | $115 | $19,912 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |