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Sponsor portfolio

FREEMAN MATHIS & GARY, LLP

EIN 58-2288491-law practice-Latest filing 2025
Plans
3
Retirement
2
$65.4M assets
Welfare
1
$1.2M premiums
Participants
1,667
100 GALLERIA PARKWAY, SUITE 1600 - ATLANTA, GA 30339678-996-9131fmglaw.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$40.0M - 594 part#002401k-$25.3M - 513 part#501Mixed-$1.2M - 798 lives

Retirement portfolio analytics

2 plans aggregated / $65.4M assets / 1,107 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PARTNER/STAFF RETIREMENT Savin... (#001)61%
  • ATTORNEY RETIREMENT Savings (#002)39%
Total $65.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TRANSAMERICA RETIREMENT SOLUTIONS100%
Total $65.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNER/STAFF RETIREMENT Savin... (#001)594
  • ATTORNEY RETIREMENT Savings (#002)513
Total 1,107Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 798 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$629K
  • Short-term disability$629K
  • Long-term disability$629K
  • Other$629K
  • Vision$537K
  • Dental$491K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA54%
  • STARMOUNT LIFE INSURANCE COMPANY42%
  • VISION SERVICE PLAN4%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • IMA, INC.100%
  • THE BOTTOMS GROUP LLC0%
Total $222K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN

401k

Assets$40.0M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN

401k

Assets$25.3M
Participants513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREEMAN MATHIS & GARY LLP HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives798
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN401k$40.0M5942024
002FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN401k$25.3M5132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREEMAN MATHIS & GARY LLP HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M7982025
Retirement plans
Welfare plans
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