Original filing (PDF)20231016205943NAL0052561392001

FREEBORN & PETERS LLP

Name: FREEBORN & PETERS LLP — FREEBORN & PETERS RETIREMENT PLAN, Form 5500 (2022)
Creator: FREEBORN & PETERS LLP

Form 5500

FILING_RECEIVED

FREEBORN & PETERS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

7 service providers

Active participants

201

Accounts w/ balance

294

Plan assets (EOY)

$92.1M

Net assets (EOY)

$92.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEBORN & PETERS LLP.

Plan sponsor

Name

FREEBORN & PETERS LLP

EIN

36-3238755

Address

311 S. WACKER DR. SUITE 3000 · CHICAGO, IL · 60607

Phone

(312) 360-6357

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANCE PENSION CONSULTANTS	36-4389114	—	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KOVITZ SECURITIES	—	CHICAGO, IL	INVESTMENT ADVISOR	$13K	—
ROTHSCHILD INVESTMENT CORP	—	CHICAGO, IL	INVESTMENT ADVISOR	$12K	—

Other

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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