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Original filing (PDF)20251015172544NAL0010537826001
FREEMAN MATHIS & GARY, LLP
Form 5500
FILING_RECEIVED
FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
343
Accounts w/ balance
508
Plan assets (EOY)
$25.3M
Net assets (EOY)
$25.3M
How this plan invests
This plan
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEMAN MATHIS & GARY, LLP.
Plan sponsor
Name
FREEMAN MATHIS & GARY, LLP
EIN
58-2288491
Address
100 GALLERIA PARKWAY, · SUITE 1600 · ATLANTA, GA · 30339
Phone
(770) 818-0000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $20K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY-PLAN | $43K | — |
Investments
53 direct securities· $24.7M(98% of reported assets)
Uncategorized
$24.7M
52 holdings
Mutual Funds
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $2.6M | 10.1% | |
| Vanguard Growth Index Adm | — | — | — | $2.5M | 9.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.1M | 8.3% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1.8M | 7.2% | |
| DFA US Targeted Value I | — | — | — | $1.5M | 5.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.4M | 5.3% | |
| Vanguard Equity-Income Adm | — | — | — | $1.2M | 4.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.2M | 4.6% | |
| Doubline DoubleLine Total Return N | — | — | — | $883K | 3.5% | |
| DFA International Small Company I | — | — | — | $825K | 3.3% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $781K | 3.1% | |
| DFA US Large Cap Value I | — | — | — | $677K | 2.7% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $623K | 2.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $568K | 2.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $459K | 1.8% | |
| FPA New Income | — | — | — | $448K | 1.8% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I | — | — | — | $398K | 1.6% | |
| American Funds Fundamental Invs R6 | — | — | — | $372K | 1.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $371K | 1.5% | |
| Principal Global Real Estate Securities R6 | — | — | — | $306K | 1.2% | |
| Vanguard High-Yield Corporate Adm | — | — | — | $292K | 1.2% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $290K | 1.1% | |
| Vanguard Mid Cap Index | — | — | — | $264K | 1.0% | |
| Dodge & Cox Dodge & Cox Stock X | — | — | — | $249K | 1.0% | |
| DFA Large Cap International I | — | — | — | $248K | 1.0% | |
| American Funds Growth Fund of Amer R6 | — | — | — | $246K | 1.0% | |
| PIMCO Income Instl | — | — | — | $198K | 0.8% | |
| DFA Inflation-Protected Securities I | — | — | — | $194K | 0.8% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $167K | 0.7% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $161K | 0.6% | |
| PRIMECAP Odyssey Growth | — | — | — | $158K | 0.6% | |
| DFA Real Estate Securities I | — | — | — | $145K | 0.6% | |
| Vanguard Dvlp Mrkts Indx Admrl | — | — | — | $136K | 0.5% | |
| Vanguard US Growth Admiral | — | — | — | $131K | 0.5% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $121K | 0.5% | |
| through August 2029 | — | — | — | $91K | 0.4% | |
| Osterwies Osterweis Strategic Income | — | — | — | $80K | 0.3% | |
| American Funds Capital World G/I R6 | — | — | — | $77K | 0.3% | |
| Vanguard Inflation Protected Secs Adm | — | — | — | $72K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $72K | 0.3% | |
| First Eagle Overseas R6 | — | — | — | $64K | 0.3% | |
| American Funds New World R6 | — | — | — | $62K | 0.2% | |
| Vanguard Wellesley Income Adm | — | — | — | $56K | 0.2% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $50K | 0.2% | |
| American Funds New Perspective R6 | — | — | — | $45K | 0.2% | |
| Oakmark International R6 | — | — | — | $45K | 0.2% | |
| DFA Five-Year Global Fixed-Income I | — | — | — | $32K | 0.1% | |
| FPA Crescent | — | — | — | $20K | <0.1% | |
| Stable Value Option: Transamerica Stable Value Core Option | — | — | — | $19K | <0.1% | |
| American Funds Inc Fund of Amer R6 | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $12K | <0.1% | |
| American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $6K | <0.1% | |
| First Eagle First Eagle Global R6 | — | — | — | $6K | <0.1% |
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