Freeman 401(K) Plan — Form 5500 plan (Freeman Decorating Co.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Freeman 401(K) Plan is a benefit plan reported by Freeman Decorating Co. under EIN 42-0661692 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,141 participants and $617,989,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freeman Decorating Co.
- EIN
- 42-0661692
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 6,141
- End-of-year plan assets
- $617,989,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,141 | H, C | 20241015101804NAL0016130595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $617,989,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $617,989,417
- Net assets (BOY)
- $533,050,482
Income & contributions
- Employer contributions
- $10,614,807
- Participant contributions
- $30,906,549
- Total contributions
- $45,817,620
- Total income / additions
- $138,988,878
Expenses & distributions
- Benefits paid
- $53,326,570
- Administrative expenses
- $638,367
- Total expenses
- $54,049,943
- Net increase / (decrease)
- $84,938,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $313,818 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $254,382 | not reported in the loaded dataset | 2023 |
| Plexus Financial Services, LLC | CONSULTANT | $42,500 | not reported in the loaded dataset | 2023 |
| Sutton Frost Cary Llp | ACCOUNTANT/AUDITOR | $33,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freeman Decorating Co.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Plexus Financial Services, LLC — Schedule C compensation
- Sutton Frost Cary Llp — Schedule C compensation