# Frenvey, INC. DC Plan
Source: https://planprovider.pro/companies/frenvey-inc-plan

> Frenvey, INC.&#39;s DC plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frenvey, INC.

- **Sponsor EIN:** 591608829

- **Sponsor Address:** 155 S.E. COUNTRY CLUB ROAD, LAKE CITY, FL, 320562095

- **Plan Type:** DC

- **Total Participants:** 118

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|118|$1.2M|$0|$0|

| 2023|115|$1.1M|$0|$0|

## 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|

| JOY BASS, CPA|Auditor|$4,500|—|$4,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,500

- **Estimated Expense Ratio:** 0.389% 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|$23,126|$5,940|$12,585|$4,500|—|

| 2023|$16,459|$4,723|$7,236|—|$4,500|

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