What public Form 5500 filings show about the Freese and Nichols, Inc. 401(k) plan — and how to find and check your own account.
Freese and Nichols, Inc. (EIN 75-1531935) reports THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FREESE AND NICHOLS, INC. on its most recent Form 5500, with $274.6M in plan assets across 1,261 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 Freese and Nichols, Inc. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Freese and Nichols, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VANGUARD ADVISERS.
