# The Freeman Manufacturing & Supply Company 401(k) Plan
Source: https://planprovider.pro/companies/the-freeman-manufacturing-supply-company-401k-plan

> The Freeman Manufacturing & Supply Company's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [PEASE BELL CPAS, LLC](https://planprovider.pro/provider/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|—|—|—|—|

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