# Freshrealm, INC. 401(k) Plan
Source: https://planprovider.pro/companies/freshrealm-llc-401k-plan

> Freshrealm, INC.'s 401(k) plan: 1,101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER/BOOKKEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|—|—|

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