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, Fremont-Wright, LLC Retirement Readiness 401(K) Plan is a benefit plan reported by Fremont-Wright, LLC under EIN 82-2958075 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $27,558,624 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,558,624
- Total liabilities (EOY)
- $2,892
- Net assets (EOY)
- $27,555,732
- Net assets (BOY)
- $19,913,589
Income & contributions
- Employer contributions
- $1,594,934
- Participant contributions
- $3,250,875
- Total contributions
- $5,427,184
- Total income / additions
- $9,282,276
Expenses & distributions
- Benefits paid
- $1,619,160
- Administrative expenses
- $20,973
- Total expenses
- $1,640,133
- Net increase / (decrease)
- $7,642,143