Plan Snapshot
- Plan Sponsor: The Freeman Manufacturing & Supply Company
- Sponsor EIN: 344237710
- Sponsor Address: 1101 MOORE ROAD, AVON, OH, 44011
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $10.6M
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 | 163 | $10.6M | $229,624 | $594,276 |
| 2023 | 131 | $10.2M | $183,587 | $483,329 |
| 2022 | 124 | $8.8M | $175,803 | $513,481 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,273 | — | $19,273 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $15,376 | — | $15,376 |
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,649
- Estimated Expense Ratio: 0.325% 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 | $34,649 | $15,376 | — | — | — |
| 2023 | $13,937 | $8,447 | — | — | — |
| 2022 | -$22,687 | — | — | — | — |