Fremont Group Management 401(k) match, vesting and fees
What Fremont Group Management's 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 | Schwab Retirement Plan Services,inc | 2023 Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Fremont Group Management: employer contribution per participant | $10,001 | |
| Peer median | $2,868 |
| Fremont Group Management: average balance | $364,368 | |
| Peer median | $95,281 |
| Fremont Group Management: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.22% |
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 $93.8M at the end of plan year 2021 to $103M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 290 | $103M | $2.8M | $10,001 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 284 | $90.2M | $2.7M | $9,621 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 277 | $77.6M | $2.4M | $9,152 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 256 | $93.8M | $1.9M | $7,994 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Fremont Group Management match 401(k) contributions?
The match terms for the Fremont Group Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.8M in employer contributions, about $10,001 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fremont Group Management 401(k) match vested?
The vesting schedule for the Fremont Group Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fremont Group Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Schwab Retirement Plan Services,inc. The plan administrator is Fremont Group Management, Llc..
I left Fremont Group Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fremont Group Management, Llc., (415) 284-8690) or the recordkeeper, Schwab Retirement Plan Services,inc. The Fremont Group Management old 401(k) page lists the contacts from every plan filing. Find an old Fremont Group Management 401(k)
Data from the public Form 5500 annual reports Fremont Group Management 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 Fremont Group Management. Not financial advice. Report a correction · Methodology