Plan Snapshot
- Plan Sponsor: Freije Engineered Solutions
- Sponsor EIN: 651172730
- Sponsor Address: 7600 PENDLETON PIKE, INDIANAPOLIS, IN, 46226
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $7.0M
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 | 187 | $7.0M | $221,567 | $648,239 |
| 2023 | 141 | $7.3M | $238,872 | $725,852 |
| 2022 | 153 | $5.7M | $235,852 | $654,844 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
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 | $22,384 | $20,063 | — | — | — |
| 2023 | $2,267 | — | — | — | — |
| 2022 | $1,720 | — | $1,720 | — | — |