What public Form 5500 filings show about the Freeborn & Peters LLP 401(k) plan — and how to find and check your own account.
Freeborn & Peters LLP (EIN 36-3238755) reports FREEBORN & PETERS RETIREMENT PLAN on its most recent Form 5500, with $92.1M in plan assets across 201 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Freeborn & Peters LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Freeborn & Peters LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROTHSCHILD INVESTMENT, MORGAN STANLEY, JP MORGAN SECURITIES, BALASA DINVERNO FOLTZ, HAMMOND DRAKE BUSH & ASSOCIATES, KOVITZ SECURITIES.
