Freeman 401(k) Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 002Employer EIN 42-0661692
- Participants (2024)
- 7,218
- Net assets (2024)
- $686 million
- Recordkeeper
- FidelityEarlier: Transamerica (2015–2017), Mercer (2009–2014)
- Plan administrator
- Freeman Decorating Co.
1600 Viceroy Suite 100
Dallas, TX 75235
(214) 445-1000As filed for 2024 - In effect since
- September 1, 1977
Plans merged into this one: Freeman Decorating Co. Employee Stock Ownership Plan (2020).
Earlier plan names: Freeman Companies 401K Retirement Savings Plan; Freeman 401K Plan.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 7,218 | $686 million | Fidelity |
| 2023 | 6,134 | $618 million | Fidelity |
| 2022 | 6,141 | $533 million | Fidelity |
| 2021 | 5,202 | $659 million | Fidelity |
| 2020 | 5,397 | $654 million | Fidelity |
| 2019 | 8,254 | $704 million | Fidelity |
| 2018 | 9,387 | $625 million | Fidelity |
| 2017 | 8,491 | $505 million | Transamerica |
| 2016 | 8,082 | $420 million | Transamerica |
| 2015 | 7,216 | $368 million | Transamerica |
| 2014 | 6,704 | $353 million | Mercer |
| 2013 | 7,189 | $324 million | Mercer |
| 2012 | 6,952 | $244 million | Mercer |
| 2011 | 7,037 | $207 million | Mercer |
| 2010 | 5,947 | $193 million | Mercer |
| 2009 | 6,582 | $173 million | Mercer |