Plan Snapshot
- Plan Sponsor: Freshrealm, INC.
- Sponsor EIN: 461778505
- Sponsor Address: 3301 N DALLAS AVENUE, LANCASTER, TX, 75134
- Plan Type: 401(k)
- Total Participants: 1,101
- Total Assets: $13.6M
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 | 1,101 | $13.6M | $1.4M | $3.0M |
| 2023 | 187 | $5.0M | $376,865 | $1.3M |
| 2022 | 201 | $3.3M | $329,872 | $1.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $94,246 | — | $94,246 |
| OPPENHEIMER & CO INC | INVESTMENT ADVISORY | $5,514 | $27,500 | $33,014 |
| ADP, INC. | RECORDKEEPER/BOOKKEEPER | $7,611 | — | $7,611 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORDKEEPER/BOOKKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,871
- Estimated Expense Ratio: 0.991% 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 | $107,371 | — | $107,371 | — | — |
| 2023 | $62,629 | $18,592 | — | — | — |
| 2022 | $41,327 | — | — | — | — |