Freese and Nichols 401(k) match, vesting and fees
What Freese and Nichols' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Freese and Nichols: employer contribution per participant | $4,672 | |
| Peer median | $2,556 |
| Freese and Nichols: average balance | $174,221 | |
| Peer median | $100,166 |
| Freese and Nichols: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $240M at the end of plan year 2021 to $275M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,593 | $275M | $7.4M | $4,672 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 1,480 | $241M | $6.1M | $4,147 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 1,342 | $195M | $5.3M | $3,982 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 1,221 | $240M | $4.9M | $4,079 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Freese and Nichols match 401(k) contributions?
The match terms for the The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. have not been published from its filing yet. The plan year 2024 filing reports $7.4M in employer contributions, about $4,672 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Freese and Nichols 401(k) match vested?
The vesting schedule for the The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Freese and Nichols 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Freese and Nichols, Inc..
I left Freese and Nichols. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Freese and Nichols, Inc., (817) 735-7300) or the recordkeeper, The Vanguard Group, Inc.. The Freese and Nichols old 401(k) page lists the contacts from every plan filing. Find an old Freese and Nichols 401(k)
Data from the public Form 5500 annual reports Freese and Nichols filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Freese and Nichols. Not financial advice. Report a correction · Methodology